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Congress Wealth Management’s Kadant KAI Stock Holding History

Congress Wealth Management’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 		$223K Sell
702
-13
-2% -$4.07K ﹤0.01% 1129
2025
Q1 		$241K Sell
715
-527
-42% -$191K ﹤0.01% 992
2024
Q4 		$429K Sell
1,242
-144
-10% -$52.2K 0.01% 676
2024
Q3 		$468K Buy
+1,386
New +$443K 0.01% 642
2024
Q2 		– Sell
-833
Closed -$273K – 726
2024
Q1 		$273K Hold
833
– – ﹤0.01% 520
2023
Q4 		$233K Buy
+833
New +$208K ﹤0.01% 570

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 $32.2B AUM 10.98% 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 $484B AUM 34.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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 $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Congress Wealth Management's KAI Position: Q2 2025 in Review

Congress Wealth Management reduced its Kadant (KAI) stake by 1.8% in Q2 2025, selling an estimated $4.07K and leaving 702 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Congress Wealth Management first reported a position in KAI in Q4 2023 and has held it in 6 quarters since. The position peaked at $468K in Q3 2024. 314 funds tracked by Wall St. Rank hold KAI as of Q2 2025.

  • Congress Wealth Management held 702 shares of Kadant worth $223K as of Q2 2025.
  • Congress Wealth Management sold 13 Kadant shares in Q2 2025, an estimated $4.07K.
  • Kadant made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1129 holding.
  • Congress Wealth Management first reported a position in Kadant in Q4 2023 and has held it in 6 quarters since.
  • Congress Wealth Management's Kadant position peaked at $468K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Kadant as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.