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Corient Private Wealth’s
Kadant
KAI
Stock Holding History
Corient Private Wealth’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
$219K
Sell
750
-1,978
-73%
-$636K
﹤0.01%
2504
2025
Q4
$778K
Buy
2,728
+243
+10%
+$69K
﹤0.01%
2030
2025
Q3
$739K
Sell
2,485
-55
-2%
-$17.9K
﹤0.01%
1580
2025
Q2
$806K
Sell
2,540
-1,895
-43%
-$593K
﹤0.01%
1465
2025
Q1
$1.49M
Sell
4,435
-1,396
-24%
-$507K
﹤0.01%
1093
2024
Q4
$2.01M
Sell
5,831
-1,004
-15%
-$364K
﹤0.01%
994
2024
Q3
$2.31M
Sell
6,835
-558
-8%
-$178K
﹤0.01%
1030
2024
Q2
$2.17M
Sell
7,393
-1,295
-15%
-$369K
﹤0.01%
988
2024
Q1
$2.85M
Sell
8,688
-65
-0.7%
-$19.6K
0.01%
872
2023
Q4
$2.45M
Buy
+8,753
New
+$2.19M
﹤0.01%
913
Other funds holding KAI
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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