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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
2026
Q2 		$784 Buy
+41
New +$713 ﹤0.01% 3140
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 $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

Rothschild Investment LLC's KIDS Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in OrthoPediatrics (KIDS) in Q2 2026: 41 shares worth $784. The stake represents ﹤0.01% of the portfolio and ranks #3140 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in KIDS as recently as Q3 2025.

Rothschild Investment LLC first reported a position in KIDS in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.97K in Q1 2025. 119 funds tracked by Wall St. Rank hold KIDS as of Q2 2026.

  • Rothschild Investment LLC held 41 shares of OrthoPediatrics worth $784 as of Q2 2026.
  • OrthoPediatrics was a new Rothschild Investment LLC position in Q2 2026.
  • OrthoPediatrics made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3140 holding.
  • Rothschild Investment LLC first reported a position in OrthoPediatrics in Q2 2024 and has held it in 6 quarters since.
  • Rothschild Investment LLC's OrthoPediatrics position peaked at $1.97K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.