AWM
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Apollon Wealth Management’s Kadant KAI Stock Holding History

Apollon Wealth Management’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
Q1 		$437K Sell
1,495
-14
-0.9% -$4.5K 0.01% 922
2025
Q4 		$430K Buy
1,509
+4
+0.3% +$1.14K 0.01% 898
2025
Q3 		$448K Sell
1,505
-141
-9% -$46K 0.01% 870
2025
Q2 		$523K Sell
1,646
-149
-8% -$46.6K 0.01% 790
2025
Q1 		$605K Buy
1,795
+39
+2% +$14.2K 0.01% 664
2024
Q4 		$606K Sell
1,756
-18
-1% -$6.53K 0.01% 680
2024
Q3 		$600K Sell
1,774
-150
-8% -$47.9K 0.02% 641
2024
Q2 		$565K Sell
1,924
-1
-0.1% -$285 0.02% 632
2024
Q1 		$632K Sell
1,925
-266
-12% -$80.2K 0.02% 610
2023
Q4 		$614K Buy
+2,191
New +$548K 0.02% 594

Other funds holding KAI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return