Ellsworth Advisors’s OrthoPediatrics KIDS Stock Holding History

Ellsworth 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 Q3	$900K	Buy	+40,422	New	+$891K	0.15%	125

Other funds holding KIDS

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Ellsworth Advisors's KIDS Position: Q3 2026 in Review

Ellsworth Advisors opened a new position in OrthoPediatrics (KIDS) in Q3 2026: 40,422 shares worth $900K. The stake represents 0.15% of the portfolio and ranks #125 among its holdings.

10 funds tracked by Wall St. Rank hold KIDS as of Q3 2026.

Ellsworth Advisors held 40,422 shares of OrthoPediatrics worth $900K as of Q3 2026.
OrthoPediatrics was a new Ellsworth Advisors position in Q3 2026.
OrthoPediatrics made up 0.15% of Ellsworth Advisors's portfolio in Q3 2026, its #125 holding.
10 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.