IWC
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Integrated Wealth Concepts’s OrthoPediatrics KIDS Stock Holding History

Integrated Wealth Concepts’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 		$2.43K Buy
+127
New +$2.21K ﹤0.01% 5293

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

Integrated Wealth Concepts's KIDS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in OrthoPediatrics (KIDS) in Q2 2026: 127 shares worth $2.43K. The stake represents ﹤0.01% of the portfolio and ranks #5293 among its holdings.

120 funds tracked by Wall St. Rank hold KIDS as of Q2 2026.

  • Integrated Wealth Concepts held 127 shares of OrthoPediatrics worth $2.43K as of Q2 2026.
  • OrthoPediatrics was a new Integrated Wealth Concepts position in Q2 2026.
  • OrthoPediatrics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5293 holding.
  • 120 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.