EverSource Wealth Advisors’s OrthoPediatrics KIDS Stock Holding History

EverSource Wealth 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	$3.14K	Buy	164 +158	+2,633%	+$2.75K	﹤0.01%	3512
2026 Q1	$95	Buy	6 +4	+200%	+$70	﹤0.01%	4276
2025 Q4	$36	Sell	2 -49	-96%	-$858	﹤0.01%	4198
2025 Q3	$945	Sell	51 -24	-32%	-$494	﹤0.01%	3778
2025 Q2	$1.61K	Buy	75 +23	+44%	+$497	﹤0.01%	3569
2025 Q1	$1.28K	Buy	52 +43	+478%	+$1.06K	﹤0.01%	3137
2024 Q4	$209	Buy	+9	New	+$225	﹤0.01%	3425
2024 Q1	–	Sell	-44	Closed	-$1.43K	–	2950
2023 Q4	$1.43K	Buy	+44	New	+$1.28K	﹤0.01%	2282

Other funds holding KIDS

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EverSource Wealth Advisors's KIDS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its OrthoPediatrics (KIDS) stake by 2,633% in Q2 2026, buying an estimated $2.75K and bringing the position to 164 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3512.

EverSource Wealth Advisors first reported a position in KIDS in Q4 2023 and has held it in 8 quarters since. 120 funds tracked by Wall St. Rank hold KIDS as of Q2 2026.

EverSource Wealth Advisors held 164 shares of OrthoPediatrics worth $3.14K as of Q2 2026.
EverSource Wealth Advisors bought 158 OrthoPediatrics shares in Q2 2026, an estimated $2.75K.
OrthoPediatrics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3512 holding.
EverSource Wealth Advisors first reported a position in OrthoPediatrics in Q4 2023 and has held it in 8 quarters since.
120 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.