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 Q3	$751K	Buy	33,725 +19,111	+131%	+$421K	﹤0.01%	1975
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

ACM

AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Roubaix Capital Denver, Colorado $253M AUM 28.17% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Principal Financial Group's KIDS Position: Q3 2026 in Review

Principal Financial Group increased its OrthoPediatrics (KIDS) stake by 131% in Q3 2026, buying an estimated $421K and bringing the position to 33,725 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Principal Financial Group first reported a position in KIDS in Q4 2019 and has held it in 14 quarters since. The position peaked at $970K in Q3 2020. 67 funds tracked by Wall St. Rank hold KIDS as of Q3 2026.

Principal Financial Group held 33,725 shares of OrthoPediatrics worth $751K as of Q3 2026.
Principal Financial Group bought 19,111 OrthoPediatrics shares in Q3 2026, an estimated $421K.
OrthoPediatrics made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1975 holding.
Principal Financial Group first reported a position in OrthoPediatrics in Q4 2019 and has held it in 14 quarters since.
Principal Financial Group's OrthoPediatrics position peaked at $970K in Q3 2020.
67 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.