CAPTRUST Financial Advisors
KAI icon

CAPTRUST Financial Advisors’s Kadant KAI Stock Holding History

CAPTRUST Financial Advisors’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 		$1.01M Buy
3,442
+118
+4% +$37.9K ﹤0.01% 1613
2025
Q4 		$947K Buy
3,324
+2,538
+323% +$721K ﹤0.01% 1540
2025
Q3 		$234K Buy
786
+19
+2% +$6.2K ﹤0.01% 2329
2025
Q2 		$243K Sell
767
-54
-7% -$16.9K ﹤0.01% 2174
2025
Q1 		$277K Sell
821
-17
-2% -$6.17K ﹤0.01% 1985
2024
Q4 		$289K Sell
838
-1,066
-56% -$387K ﹤0.01% 1939
2024
Q3 		$644K Buy
+1,904
New +$608K ﹤0.01% 1443
2024
Q1 		– Sell
-1,467
Closed -$411K – 2413
2023
Q4 		$411K Buy
+1,467
New +$367K ﹤0.01% 1892
2023
Q3 		– Sell
-4,832
Closed -$1.07M – 2670
2023
Q2 		$1.07M Buy
+4,832
New +$968K ﹤0.01% 1158
2022
Q3 		– Sell
-315
Closed -$57K – 3094
2022
Q2 		$57K Hold
315
– – ﹤0.01% 2645
2022
Q1 		$61K Hold
315
– – ﹤0.01% 2649
2021
Q4 		$73K Sell
315
-187
-37% -$41.7K ﹤0.01% 2382
2021
Q3 		$102K Buy
502
+15
+3% +$2.96K ﹤0.01% 2059
2021
Q2 		$86K Sell
487
-15
-3% -$2.64K ﹤0.01% 2132
2021
Q1 		$93K Buy
502
+386
+333% +$61.9K ﹤0.01% 2011
2020
Q4 		$16K Hold
116
– – ﹤0.01% 2358
2020
Q3 		$13K Hold
116
– – ﹤0.01% 2176
2020
Q2 		$11K Buy
+116
New +$10.3K ﹤0.01% 2148

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