Clearstead Advisors
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Clearstead Advisors’s OrthoPediatrics KIDS Stock Holding History

Clearstead Advisors’s Portfolio KIDS Stock Details KIDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231 Buy
+12
New +$209 ﹤0.01% 3163
2024
Q3 		– Sell
-85
Closed -$2.44K – 2078
2024
Q2 		$2.44K Buy
85
+60
+240% +$1.84K ﹤0.01% 1793
2024
Q1 		$779 Hold
25
– – ﹤0.01% 1424
2023
Q4 		$813 Buy
+25
New +$725 ﹤0.01% 1422
2022
Q2 		– Sell
-50
Closed -$3K – 1365
2022
Q1 		$3K Buy
+50
New +$2.55K ﹤0.01% 1147

Other funds holding KIDS

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Granahan Investment Management
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Soleus Capital Management
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Clearstead Advisors's KIDS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in OrthoPediatrics (KIDS) in Q2 2026: 12 shares worth $231. The stake represents ﹤0.01% of the portfolio and ranks #3163 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in KIDS as recently as Q2 2024.

Clearstead Advisors first reported a position in KIDS in Q1 2022 and has held it in 5 quarters since. The position peaked at $3K in Q1 2022. 119 funds tracked by Wall St. Rank hold KIDS as of Q2 2026.

  • Clearstead Advisors held 12 shares of OrthoPediatrics worth $231 as of Q2 2026.
  • OrthoPediatrics was a new Clearstead Advisors position in Q2 2026.
  • OrthoPediatrics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3163 holding.
  • Clearstead Advisors first reported a position in OrthoPediatrics in Q1 2022 and has held it in 5 quarters since.
  • Clearstead Advisors's OrthoPediatrics position peaked at $3K in Q1 2022.
  • 119 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.