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Carolinas Wealth Consulting’s Kadant KAI Stock Holding History

Carolinas Wealth Consulting’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
-4
Closed -$1.26K – 507
2025
Q1 		$1.26K Hold
4
– – ﹤0.01% 886
2024
Q4 		$1.25K Buy
4
+1
+33% +$363 ﹤0.01% 908
2024
Q3 		$780 Buy
+3
New +$958 ﹤0.01% 959

Other funds holding KAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's KAI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Kadant (KAI) in Q2 2025, closing a stake of 4 shares — an estimated $1.26K sold.

Carolinas Wealth Consulting first reported a position in KAI in Q3 2024 and held it in 3 quarters. The position peaked at $1.26K in Q1 2025. 314 funds tracked by Wall St. Rank hold KAI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Kadant position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4 Kadant shares in Q2 2025, an estimated $1.26K.
  • Carolinas Wealth Consulting first reported a position in Kadant in Q3 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Kadant position peaked at $1.26K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Kadant as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.