Concord Wealth Partners’s Kadant KAI Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-5	Closed	-$1.73K	–	889
2024 Q4	$1.73K	Hold	5	–	–	﹤0.01%	727
2024 Q3	$1.69K	Buy	+5	New	+$1.6K	﹤0.01%	760

Other funds holding KAI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's KAI Position: Q1 2025 in Review

Concord Wealth Partners sold out of Kadant (KAI) in Q1 2025, closing a stake of 5 shares — an estimated $1.73K sold.

Concord Wealth Partners first reported a position in KAI in Q3 2024 and held it in 2 quarters. The position peaked at $1.73K in Q4 2024. 313 funds tracked by Wall St. Rank hold KAI as of Q1 2025.

Concord Wealth Partners reported no remaining Kadant position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 5 Kadant shares in Q1 2025, an estimated $1.73K.
Concord Wealth Partners first reported a position in Kadant in Q3 2024 and held it in 2 quarters.
Concord Wealth Partners's Kadant position peaked at $1.73K in Q4 2024.
313 funds tracked by Wall St. Rank held Kadant as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.