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True Wealth Design’s OrthoPediatrics KIDS Stock Holding History

True Wealth Design’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 		$335 Buy
15
+11
+275% +$242 ﹤0.01% 2239
2026
Q2 		$77 Buy
+4
New +$70 ﹤0.01% 2564
2025
Q2 		– Sell
-8
Closed -$198 – 2706
2025
Q1 		$198 Buy
+8
New +$198 ﹤0.01% 1968

Other funds holding KIDS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's KIDS Position: Q3 2026 in Review

True Wealth Design increased its OrthoPediatrics (KIDS) stake by 275% in Q3 2026, buying an estimated $242 and bringing the position to 15 shares worth $335. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

True Wealth Design first reported a position in KIDS in Q1 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold KIDS as of Q3 2026.

  • True Wealth Design held 15 shares of OrthoPediatrics worth $335 as of Q3 2026.
  • True Wealth Design bought 11 OrthoPediatrics shares in Q3 2026, an estimated $242.
  • OrthoPediatrics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2239 holding.
  • True Wealth Design first reported a position in OrthoPediatrics in Q1 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.