Principal Financial Group
KIDS icon

Principal Financial Group’s OrthoPediatrics KIDS Stock Holding History

Principal Financial Group’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 		$280K Buy
+14,614
New +$254K ﹤0.01% 2061
2023
Q3 		– Sell
-5,110
Closed -$224K – 2454
2023
Q2 		$224K Buy
5,110
+434
+9% +$20K ﹤0.01% 2152
2023
Q1 		$207K Buy
+4,676
New +$207K ﹤0.01% 2175
2022
Q4 		– Sell
-4,421
Closed -$204K – 2496
2022
Q3 		$204K Buy
+4,421
New +$217K ﹤0.01% 2200
2022
Q2 		– Sell
-9,446
Closed -$510K – 2582
2022
Q1 		$510K Sell
9,446
-3,801
-29% -$194K ﹤0.01% 2112
2021
Q4 		$793K Buy
13,247
+9,341
+239% +$581K ﹤0.01% 2030
2021
Q3 		$256K Sell
3,906
-632
-14% -$41K ﹤0.01% 2353
2021
Q2 		$287K Sell
4,538
-13,810
-75% -$793K ﹤0.01% 2374
2021
Q1 		$894K Buy
18,348
+1,363
+8% +$65.4K ﹤0.01% 2022
2020
Q4 		$701K Sell
16,985
-4,148
-20% -$190K ﹤0.01% 2028
2020
Q3 		$970K Buy
21,133
+8,139
+63% +$378K ﹤0.01% 1877
2020
Q2 		$569K Buy
+12,994
New +$584K ﹤0.01% 1942
2020
Q1 		– Sell
-4,875
Closed -$229K – 2227
2019
Q4 		$229K Buy
+4,875
New +$189K ﹤0.01% 2109

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

Principal Financial Group's KIDS Position: Q2 2026 in Review

Principal Financial Group opened a new position in OrthoPediatrics (KIDS) in Q2 2026: 14,614 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #2061 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in KIDS as recently as Q2 2023.

Principal Financial Group first reported a position in KIDS in Q4 2019 and has held it in 13 quarters since. The position peaked at $970K in Q3 2020. 120 funds tracked by Wall St. Rank hold KIDS as of Q2 2026.

  • Principal Financial Group held 14,614 shares of OrthoPediatrics worth $280K as of Q2 2026.
  • OrthoPediatrics was a new Principal Financial Group position in Q2 2026.
  • OrthoPediatrics made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2061 holding.
  • Principal Financial Group first reported a position in OrthoPediatrics in Q4 2019 and has held it in 13 quarters since.
  • Principal Financial Group's OrthoPediatrics position peaked at $970K in Q3 2020.
  • 120 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.