Commonwealth Equity Services
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Commonwealth Equity Services’s Kadant KAI Stock Holding History

Commonwealth Equity Services’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
-632
Closed -$213K – 4306
2025
Q1 		$213K Buy
632
+18
+3% +$6.54K ﹤0.01% 3776
2024
Q4 		$212K Sell
614
-32
-5% -$11.6K ﹤0.01% 3709
2024
Q3 		$218K Buy
+646
New +$206K ﹤0.01% 3624
2024
Q2 		– Sell
-617
Closed -$203K – 4113
2024
Q1 		$203K Buy
+617
New +$186K ﹤0.01% 3617

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

Commonwealth Equity Services's KAI Position: Q2 2025 in Review

Commonwealth Equity Services sold out of Kadant (KAI) in Q2 2025, closing a stake of 632 shares — an estimated $213K sold.

Commonwealth Equity Services first reported a position in KAI in Q1 2024 and held it in 4 quarters. The position peaked at $218K in Q3 2024. 314 funds tracked by Wall St. Rank hold KAI as of Q2 2025.

  • Commonwealth Equity Services reported no remaining Kadant position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 632 Kadant shares in Q2 2025, an estimated $213K.
  • Commonwealth Equity Services first reported a position in Kadant in Q1 2024 and held it in 4 quarters.
  • Commonwealth Equity Services's Kadant position peaked at $218K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Kadant as of Q2 2025.

Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.