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 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 Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design's KIDS Position: Q2 2026 in Review

True Wealth Design opened a new position in OrthoPediatrics (KIDS) in Q2 2026: 4 shares worth $77. The stake represents ﹤0.01% of the portfolio and ranks #2564 among its holdings. This is a return to the name: True Wealth Design previously reported a position in KIDS as recently as Q1 2025.

True Wealth Design first reported a position in KIDS in Q1 2025 and has held it in 2 quarters since. The position peaked at $198 in Q1 2025. 5 funds tracked by Wall St. Rank hold KIDS as of Q2 2026.

True Wealth Design held 4 shares of OrthoPediatrics worth $77 as of Q2 2026.
OrthoPediatrics was a new True Wealth Design position in Q2 2026.
OrthoPediatrics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2564 holding.
True Wealth Design first reported a position in OrthoPediatrics in Q1 2025 and has held it in 2 quarters since.
True Wealth Design's OrthoPediatrics position peaked at $198 in Q1 2025.
5 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.