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Advisornet Financial’s Kadant KAI Stock Holding History

Advisornet Financial’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
2025
Q2 		– Sell
-13
Closed -$4.38K – 2320
2025
Q1 		$4.38K Buy
+13
New +$4.72K ﹤0.01% 1634
2024
Q4 		– Sell
-80
Closed -$27K – 2119
2024
Q3 		$27K Hold
80
– – ﹤0.01% 1095
2024
Q2 		$23.5K Hold
80
– – ﹤0.01% 1040
2024
Q1 		$26.2K Sell
80
-4
-5% -$1.21K ﹤0.01% 999
2023
Q4 		$23.5K Hold
84
– – ﹤0.01% 1030
2023
Q3 		$18.9K Hold
84
– – ﹤0.01% 1045
2023
Q2 		$18.7K Buy
84
+82
+4,100% +$16.4K ﹤0.01% 1118
2023
Q1 		$417 Hold
2
– – ﹤0.01% 2113
2022
Q4 		$355 Buy
+2
New +$356 ﹤0.01% 2095

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Advisornet Financial's KAI Position: Q2 2025 in Review

Advisornet Financial sold out of Kadant (KAI) in Q2 2025, closing a stake of 13 shares — an estimated $4.38K sold.

Advisornet Financial first reported a position in KAI in Q4 2022 and held it in 9 quarters. The position peaked at $27K in Q3 2024. 314 funds tracked by Wall St. Rank hold KAI as of Q2 2025.

  • Advisornet Financial reported no remaining Kadant position as of Q2 2025 after selling out during the quarter.
  • Advisornet Financial sold 13 Kadant shares in Q2 2025, an estimated $4.38K.
  • Advisornet Financial first reported a position in Kadant in Q4 2022 and held it in 9 quarters.
  • Advisornet Financial's Kadant position peaked at $27K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Kadant as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.