SVB Wealth’s OrthoPediatrics KIDS Stock Holding History

SVB Wealth’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 Q2	–	Sell	-7	Closed	-$172	–	1094
2025 Q1	$172	Buy	+7	New	+$173	﹤0.01%	1479

Other funds holding KIDS

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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

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

GIM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

SVB Wealth's KIDS Position: Q2 2025 in Review

SVB Wealth sold out of OrthoPediatrics (KIDS) in Q2 2025, closing a stake of 7 shares — an estimated $172 sold.

SVB Wealth first reported a position in KIDS in Q1 2025 and held it in 1 quarter. The position peaked at $172 in Q1 2025. 117 funds tracked by Wall St. Rank hold KIDS as of Q2 2025.

SVB Wealth reported no remaining OrthoPediatrics position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 7 OrthoPediatrics shares in Q2 2025, an estimated $172.
SVB Wealth first reported a position in OrthoPediatrics in Q1 2025 and held it in 1 quarter.
SVB Wealth's OrthoPediatrics position peaked at $172 in Q1 2025.
117 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.