Creative Planning’s OrthoPediatrics KIDS Stock Holding History

Creative Planning’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
2025 Q1	–	Sell	-67	Closed	-$1.55K	–	3605
2024 Q4	$1.55K	Sell	67 -10,063	-99%	-$252K	﹤0.01%	3488
2024 Q3	$275K	Buy	10,130 +1,353	+15%	+$41K	﹤0.01%	2586
2024 Q2	$252K	Buy	8,777 +1,324	+18%	+$40.6K	﹤0.01%	2500
2024 Q1	$217K	Buy	7,453 +1,205	+19%	+$33.7K	﹤0.01%	2510
2023 Q4	$203K	Buy	+6,248	New	+$181K	﹤0.01%	2421

Other funds holding KIDS

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Creative Planning's KIDS Position: Q1 2025 in Review

Creative Planning sold out of OrthoPediatrics (KIDS) in Q1 2025, closing a stake of 67 shares — an estimated $1.55K sold.

Creative Planning first reported a position in KIDS in Q4 2023 and held it in 5 quarters. The position peaked at $275K in Q3 2024. 115 funds tracked by Wall St. Rank hold KIDS as of Q1 2025.

Creative Planning reported no remaining OrthoPediatrics position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 67 OrthoPediatrics shares in Q1 2025, an estimated $1.55K.
Creative Planning first reported a position in OrthoPediatrics in Q4 2023 and held it in 5 quarters.
Creative Planning's OrthoPediatrics position peaked at $275K in Q3 2024.
115 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.