Wellington Management Group
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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
Q2 		$15.2M Sell
794,309
-93,135
-10% -$1.62M ﹤0.01% 1171
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 – 2263
2017
Q4 		$6.05M Buy
+315,345
New +$6.03M ﹤0.01% 1420

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
GIM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group's KIDS Position: Q2 2026 in Review

Wellington Management Group reduced its OrthoPediatrics (KIDS) stake by 10% in Q2 2026, selling an estimated $1.62M and leaving 794,309 shares worth $15.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Wellington Management Group first reported a position in KIDS in Q4 2017 and has held it in 12 quarters since. The position peaked at $26M in Q1 2025. 120 funds tracked by Wall St. Rank hold KIDS as of Q2 2026.

  • Wellington Management Group held 794,309 shares of OrthoPediatrics worth $15.2M as of Q2 2026.
  • Wellington Management Group sold 93,135 OrthoPediatrics shares in Q2 2026, an estimated $1.62M.
  • OrthoPediatrics made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1171 holding.
  • Wellington Management Group first reported a position in OrthoPediatrics in Q4 2017 and has held it in 12 quarters since.
  • Wellington Management Group's OrthoPediatrics position peaked at $26M in Q1 2025.
  • 120 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.