Asset Management One

Asset Management One’s Kadant KAI Stock Holding History

Asset Management One’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 Q4	–	Sell	-414	Closed	-$123K	–	966
2025 Q3	$123K	Buy	414 +95	+30%	+$31K	﹤0.01%	902
2025 Q2	$101K	Sell	319 -10	-3%	-$3.13K	﹤0.01%	917
2025 Q1	$111K	Buy	+329	New	+$120K	﹤0.01%	900
2024 Q4	–	Sell	-329	Closed	-$111K	–	966
2024 Q3	$111K	Buy	+329	New	+$105K	﹤0.01%	909
2023 Q3	–	Sell	-501	Closed	-$111K	–	1011
2023 Q2	$111K	Buy	501 +18	+4%	+$3.6K	﹤0.01%	928
2023 Q1	$101K	Buy	+483	New	+$98K	﹤0.01%	942
2022 Q4	–	Sell	-621	Closed	-$103K	–	1021
2022 Q3	$103K	Sell	621 -62	-9%	-$11.5K	﹤0.01%	944
2022 Q2	$124K	Buy	+683	New	+$127K	﹤0.01%	946
2020 Q4	–	Sell	-810	Closed	-$89K	–	1055
2020 Q3	$89K	Buy	+810	New	+$91.8K	﹤0.01%	977
2015 Q3	–	Sell	-3,120	Closed	-$147K	–	1362
2015 Q2	$147K	Hold	3,120	–	–	﹤0.01%	1288
2015 Q1	$164K	Buy	+3,120	New	+$138K	﹤0.01%	1269

Other funds holding KAI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return