MassMutual Private Wealth & Trust’s OrthoPediatrics KIDS Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	–	Sell	-4	Closed	-$86	–	2422
2025 Q2	$86	Hold	4	–	–	﹤0.01%	2331
2025 Q1	$99	Hold	4	–	–	﹤0.01%	2330
2024 Q4	$93	Sell	4 -24	-86%	-$600	﹤0.01%	2288
2024 Q3	$759	Hold	28	–	–	﹤0.01%	1915
2024 Q2	$805	Hold	28	–	–	﹤0.01%	1864
2024 Q1	$816	Sell	28 -7	-20%	-$196	﹤0.01%	1754
2023 Q4	$1.14K	Buy	+35	New	+$1.01K	﹤0.01%	1654

Other funds holding KIDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's KIDS Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of OrthoPediatrics (KIDS) in Q3 2025, closing a stake of 4 shares — an estimated $86 sold.

MassMutual Private Wealth & Trust first reported a position in KIDS in Q4 2023 and held it in 7 quarters. The position peaked at $1.14K in Q4 2023. 111 funds tracked by Wall St. Rank hold KIDS as of Q3 2025.

MassMutual Private Wealth & Trust reported no remaining OrthoPediatrics position as of Q3 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 4 OrthoPediatrics shares in Q3 2025, an estimated $86.
MassMutual Private Wealth & Trust first reported a position in OrthoPediatrics in Q4 2023 and held it in 7 quarters.
MassMutual Private Wealth & Trust's OrthoPediatrics position peaked at $1.14K in Q4 2023.
111 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.