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Rothschild Investment LLC’s OrthoPediatrics KIDS Stock Holding History

Rothschild Investment LLC’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
Q4 		– Sell
-10
Closed -$185 – 3468
2025
Q3 		$185 Sell
10
-25
-71% -$515 ﹤0.01% 3011
2025
Q2 		$752 Sell
35
-45
-56% -$973 ﹤0.01% 2602
2025
Q1 		$1.97K Buy
+80
New +$1.98K ﹤0.01% 1909
2024
Q4 		– Sell
-15
Closed -$407 – 3012
2024
Q3 		$407 Buy
15
+5
+50% +$151 ﹤0.01% 2523
2024
Q2 		$288 Buy
+10
New +$307 ﹤0.01% 2319

Other funds holding KIDS

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Rothschild Investment LLC's KIDS Position: Q4 2025 in Review

Rothschild Investment LLC sold out of OrthoPediatrics (KIDS) in Q4 2025, closing a stake of 10 shares — an estimated $185 sold.

Rothschild Investment LLC first reported a position in KIDS in Q2 2024 and held it in 5 quarters. The position peaked at $1.97K in Q1 2025. 120 funds tracked by Wall St. Rank hold KIDS as of Q4 2025.

  • Rothschild Investment LLC reported no remaining OrthoPediatrics position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 10 OrthoPediatrics shares in Q4 2025, an estimated $185.
  • Rothschild Investment LLC first reported a position in OrthoPediatrics in Q2 2024 and held it in 5 quarters.
  • Rothschild Investment LLC's OrthoPediatrics position peaked at $1.97K in Q1 2025.
  • 120 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.