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Rothwell Investment Advisors, LLC’s Kadant KAI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.9K Buy
+38
New +$11.5K 0.01% 778

Other funds holding KAI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothwell Investment Advisors, LLC's KAI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Kadant (KAI) in Q3 2026: 38 shares worth $9.9K. The stake represents 0.01% of the portfolio and ranks #778 among its holdings.

140 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 38 shares of Kadant worth $9.9K as of Q3 2026.
  • Kadant was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Kadant made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #778 holding.
  • 140 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.