OQS
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Occudo Quantitative Strategies’s OrthoPediatrics KIDS Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-12,033
Closed -$279K – 785
2024
Q4 		$279K Sell
12,033
-20
-0.2% -$500 0.05% 475
2024
Q3 		$327K Sell
12,053
-344
-3% -$10.4K 0.06% 423
2024
Q2 		$357K Sell
12,397
-1,200
-9% -$36.8K 0.06% 403
2024
Q1 		$396K Buy
+13,597
New +$380K 0.07% 378

Other funds holding KIDS

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
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

Occudo Quantitative Strategies's KIDS Position: Q1 2025 in Review

Occudo Quantitative Strategies sold out of OrthoPediatrics (KIDS) in Q1 2025, closing a stake of 12,033 shares — an estimated $279K sold.

Occudo Quantitative Strategies first reported a position in KIDS in Q1 2024 and held it in 4 quarters. The position peaked at $396K in Q1 2024. 115 funds tracked by Wall St. Rank hold KIDS as of Q1 2025.

  • Occudo Quantitative Strategies reported no remaining OrthoPediatrics position as of Q1 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 12,033 OrthoPediatrics shares in Q1 2025, an estimated $279K.
  • Occudo Quantitative Strategies first reported a position in OrthoPediatrics in Q1 2024 and held it in 4 quarters.
  • Occudo Quantitative Strategies's OrthoPediatrics position peaked at $396K in Q1 2024.
  • 115 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2025, filed 15 May 2025.