UBS AM
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UBS AM’s OrthoPediatrics KIDS Stock Holding History

UBS AM’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
Q1 		$18.3K Buy
1,156
+984
+572% +$17.2K ﹤0.01% 3156
2025
Q4 		$3.06K Sell
172
-13,176
-99% -$231K ﹤0.01% 3073
2025
Q3 		$247K Sell
13,348
-18,525
-58% -$382K ﹤0.01% 2214
2025
Q2 		$685K Buy
31,873
+20,641
+184% +$446K ﹤0.01% 2455
2025
Q1 		$277K Sell
11,232
-8,631
-43% -$213K ﹤0.01% 2557
2024
Q4 		$460K Buy
19,863
+8,631
+77% +$216K ﹤0.01% 2565
2024
Q3 		$305K Sell
11,232
-2,588
-19% -$78.4K ﹤0.01% 2729
2024
Q2 		$397K Buy
+13,820
New +$424K ﹤0.01% 2678
2024
Q1 		– Sell
-6,775
Closed -$220K – 2540
2023
Q4 		$220K Hold
6,775
– – ﹤0.01% 2478
2023
Q3 		$217K Sell
6,775
-5,300
-44% -$204K ﹤0.01% 2504
2023
Q2 		$535K Hold
12,075
– – ﹤0.01% 2294
2023
Q1 		$535K Buy
12,075
+6,775
+128% +$299K ﹤0.01% 2294
2022
Q4 		$211K Hold
5,300
– – ﹤0.01% 2432
2022
Q3 		$245K Hold
5,300
– – ﹤0.01% 2550
2022
Q2 		$229K Sell
5,300
-3,796
-42% -$174K ﹤0.01% 2552
2022
Q1 		$491K Hold
9,096
– – ﹤0.01% 2468
2021
Q4 		$544K Hold
9,096
– – ﹤0.01% 2520
2021
Q3 		$596K Hold
9,096
– – ﹤0.01% 2425
2021
Q2 		$575K Buy
9,096
+4,172
+85% +$240K ﹤0.01% 2479
2021
Q1 		$240K Hold
4,924
– – ﹤0.01% 2533
2020
Q4 		$203K Hold
4,924
– – ﹤0.01% 2503
2020
Q3 		$226K Sell
4,924
-332
-6% -$15.4K ﹤0.01% 2374
2020
Q2 		$230K Sell
5,256
-800
-13% -$36K ﹤0.01% 2348
2020
Q1 		$240K Buy
+6,056
New +$271K ﹤0.01% 2218

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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM's KIDS Position: Q1 2026 in Review

UBS AM increased its OrthoPediatrics (KIDS) stake by 572% in Q1 2026, buying an estimated $17.2K and bringing the position to 1,156 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

UBS AM first reported a position in KIDS in Q1 2020 and has held it in 24 quarters since. The position peaked at $685K in Q2 2025. 121 funds tracked by Wall St. Rank hold KIDS as of Q1 2026.

  • UBS AM held 1,156 shares of OrthoPediatrics worth $18.3K as of Q1 2026.
  • UBS AM bought 984 OrthoPediatrics shares in Q1 2026, an estimated $17.2K.
  • OrthoPediatrics made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #3156 holding.
  • UBS AM first reported a position in OrthoPediatrics in Q1 2020 and has held it in 24 quarters since.
  • UBS AM's OrthoPediatrics position peaked at $685K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.