InceptionR’s OrthoPediatrics KIDS Stock Holding History

InceptionR’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 Q1	–	Sell	-11,964	Closed	-$212K	–	778
2025 Q4	$212K	Sell	11,964 -2,345	-16%	-$41.1K	0.06%	527
2025 Q3	$265K	Buy	+14,309	New	+$295K	0.06%	501

Other funds holding KIDS

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

InceptionR's KIDS Position: Q1 2026 in Review

InceptionR sold out of OrthoPediatrics (KIDS) in Q1 2026, closing a stake of 11,964 shares — an estimated $212K sold.

InceptionR first reported a position in KIDS in Q3 2025 and held it in 2 quarters. The position peaked at $265K in Q3 2025. 121 funds tracked by Wall St. Rank hold KIDS as of Q1 2026.

InceptionR reported no remaining OrthoPediatrics position as of Q1 2026 after selling out during the quarter.
InceptionR sold 11,964 OrthoPediatrics shares in Q1 2026, an estimated $212K.
InceptionR first reported a position in OrthoPediatrics in Q3 2025 and held it in 2 quarters.
InceptionR's OrthoPediatrics position peaked at $265K in Q3 2025.
121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.