Crossmark Global Holdings’s Kadant KAI Stock Holding History

Crossmark Global Holdings’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 Q3	–	Sell	-662	Closed	-$210K	–	1320
2025 Q2	$210K	Buy	+662	New	+$207K	﹤0.01%	1251

Other funds holding KAI

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Crossmark Global Holdings's KAI Position: Q3 2025 in Review

Crossmark Global Holdings sold out of Kadant (KAI) in Q3 2025, closing a stake of 662 shares — an estimated $210K sold.

Crossmark Global Holdings first reported a position in KAI in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 316 funds tracked by Wall St. Rank hold KAI as of Q3 2025.

Crossmark Global Holdings reported no remaining Kadant position as of Q3 2025 after selling out during the quarter.
Crossmark Global Holdings sold 662 Kadant shares in Q3 2025, an estimated $210K.
Crossmark Global Holdings first reported a position in Kadant in Q2 2025 and held it in 1 quarter.
Crossmark Global Holdings's Kadant position peaked at $210K in Q2 2025.
316 funds tracked by Wall St. Rank held Kadant as of Q3 2025.

Based on Crossmark Global Holdings's 13F filing for Q3 2025, filed 12 Nov 2025.