Lindbrook Capital’s OrthoPediatrics KIDS Stock Holding History

Lindbrook Capital’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	$148	Buy	+6	New	+$148	﹤0.01%	2730
2024 Q4	–	Sell	-15	Closed	-$407	–	2850
2024 Q3	$407	Buy	+15	New	+$454	﹤0.01%	2717
2024 Q1	–	Sell	-174	Closed	-$5.66K	–	2709
2023 Q4	$5.66K	Buy	174 +147	+544%	+$4.26K	﹤0.01%	1824
2023 Q3	$864	Buy	+27	New	+$1.04K	﹤0.01%	2395
2022 Q4	–	Sell	-10	Closed	–	–	2919
2022 Q3	$0	Buy	+10	New	+$490	﹤0.01%	2769

Other funds holding KIDS

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Lindbrook Capital's KIDS Position: Q1 2025 in Review

Lindbrook Capital opened a new position in OrthoPediatrics (KIDS) in Q1 2025: 6 shares worth $148. The stake represents ﹤0.01% of the portfolio and ranks #2730 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in KIDS as recently as Q3 2024.

Lindbrook Capital first reported a position in KIDS in Q3 2022 and has held it in 5 quarters since. The position peaked at $5.66K in Q4 2023. 115 funds tracked by Wall St. Rank hold KIDS as of Q1 2025.

Lindbrook Capital held 6 shares of OrthoPediatrics worth $148 as of Q1 2025.
OrthoPediatrics was a new Lindbrook Capital position in Q1 2025.
OrthoPediatrics made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2730 holding.
Lindbrook Capital first reported a position in OrthoPediatrics in Q3 2022 and has held it in 5 quarters since.
Lindbrook Capital's OrthoPediatrics position peaked at $5.66K in Q4 2023.
115 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.