Wellington Management Group
KIDS icon

Wellington Management Group’s OrthoPediatrics KIDS Stock Holding History

Wellington Management Group’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 		$14.1M Sell
887,444
-132,252
-13% -$2.31M ﹤0.01% 1148
2025
Q4 		$18.1M Sell
1,019,696
-4,859
-0.5% -$85.1K ﹤0.01% 1070
2025
Q3 		$19M Sell
1,024,555
-2,189
-0.2% -$45.1K ﹤0.01% 1045
2025
Q2 		$22.1M Sell
1,026,744
-27,796
-3% -$601K ﹤0.01% 932
2025
Q1 		$26M Sell
1,054,540
-6,759
-0.6% -$167K 0.01% 876
2024
Q4 		$24.6M Buy
1,061,299
+178,078
+20% +$4.45M ﹤0.01% 912
2024
Q3 		$23.9M Buy
883,221
+122,846
+16% +$3.72M ﹤0.01% 910
2024
Q2 		$21.9M Buy
760,375
+28,800
+4% +$883K ﹤0.01% 928
2024
Q1 		$21.3M Buy
731,575
+417,400
+133% +$11.7M ﹤0.01% 930
2023
Q4 		$10.2M Buy
+314,175
New +$9.11M ﹤0.01% 1111
2018
Q1 		– Sell
-315,345
Closed -$6.05M – 2265
2017
Q4 		$6.05M Buy
+315,345
New +$6.03M ﹤0.01% 1420

Other funds holding KIDS

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Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return