Waverly Advisors
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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
Q2 		$237K Buy
12,366
+775
+7% +$13.5K ﹤0.01% 1547
2026
Q1 		$184K Buy
+11,591
New +$203K ﹤0.01% 1497

Other funds holding KIDS

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Granahan Investment Management
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Soleus Capital Management
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Waverly Advisors's KIDS Position: Q2 2026 in Review

Waverly Advisors increased its OrthoPediatrics (KIDS) stake by 6.7% in Q2 2026, buying an estimated $13.5K and bringing the position to 12,366 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Waverly Advisors first reported a position in KIDS in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold KIDS as of Q2 2026.

  • Waverly Advisors held 12,366 shares of OrthoPediatrics worth $237K as of Q2 2026.
  • Waverly Advisors bought 775 OrthoPediatrics shares in Q2 2026, an estimated $13.5K.
  • OrthoPediatrics made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1547 holding.
  • Waverly Advisors first reported a position in OrthoPediatrics in Q1 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.