Prime Capital Investment Advisors’s OrthoPediatrics KIDS Stock Holding History

Prime Capital Investment Advisors’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	$990K	Hold	62,408	–	–	0.01%	505
2025 Q4	$1.11M	Hold	62,408	–	–	0.01%	468
2025 Q3	$1.16M	Hold	62,408	–	–	0.01%	451
2025 Q2	$1.34M	Hold	62,408	–	–	0.02%	413
2025 Q1	$1.54M	Sell	62,408 -11	-0%	-$272	0.02%	416
2024 Q4	$1.45M	Hold	62,419	–	–	0.02%	355
2024 Q3	$1.69M	Sell	62,419 -15	-0%	-$454	0.02%	339
2024 Q2	$1.8M	Sell	62,434 -15	-0%	-$460	0.03%	328
2024 Q1	$1.82M	Sell	62,449 -161	-0.3%	-$4.5K	0.03%	357
2023 Q4	$2.04M	Buy	+62,610	New	+$1.82M	0.03%	321

Other funds holding KIDS

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

Millennium Management New York $240B AUM 35.51% 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

GIM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

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

Prime Capital Investment Advisors's KIDS Position: Q1 2026 in Review

Prime Capital Investment Advisors held its OrthoPediatrics (KIDS) position steady in Q1 2026 at 62,408 shares worth $990K. The position accounts for 0.01% of the portfolio, ranked #505.

Prime Capital Investment Advisors first reported a position in KIDS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q4 2023. 121 funds tracked by Wall St. Rank hold KIDS as of Q1 2026.

Prime Capital Investment Advisors held 62,408 shares of OrthoPediatrics worth $990K as of Q1 2026.
Prime Capital Investment Advisors left its OrthoPediatrics share count unchanged in Q1 2026.
OrthoPediatrics made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #505 holding.
Prime Capital Investment Advisors first reported a position in OrthoPediatrics in Q4 2023 and has held it in 10 quarters since.
Prime Capital Investment Advisors's OrthoPediatrics position peaked at $2.04M in Q4 2023.
121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.