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Waverly Advisors’s OrthoPediatrics KIDS Stock Holding History

Waverly Advisors’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 		$184K Buy
+11,591
New +$203K ﹤0.01% 1497

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

Waverly Advisors's KIDS Position: Q1 2026 in Review

Waverly Advisors opened a new position in OrthoPediatrics (KIDS) in Q1 2026: 11,591 shares worth $184K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings.

121 funds tracked by Wall St. Rank hold KIDS as of Q1 2026.

  • Waverly Advisors held 11,591 shares of OrthoPediatrics worth $184K as of Q1 2026.
  • OrthoPediatrics was a new Waverly Advisors position in Q1 2026.
  • OrthoPediatrics made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1497 holding.
  • 121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.