DADC
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D.A. Davidson & Co’s Kadant KAI Stock Holding History

D.A. Davidson & Co’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 		$396K Hold
1,356
– – ﹤0.01% 1251
2025
Q4 		$386K Buy
1,356
+4
+0.3% +$1.14K ﹤0.01% 1235
2025
Q3 		$402K Hold
1,352
– – ﹤0.01% 1208
2025
Q2 		$429K Hold
1,352
– – ﹤0.01% 1116
2025
Q1 		$456K Hold
1,352
– – ﹤0.01% 1069
2024
Q4 		$466K Hold
1,352
– – ﹤0.01% 1036
2024
Q3 		$457K Hold
1,352
– – ﹤0.01% 1046
2024
Q2 		$397K Hold
1,352
– – ﹤0.01% 1071
2024
Q1 		$444K Hold
1,352
– – ﹤0.01% 1029
2023
Q4 		$379K Buy
1,352
+304
+29% +$76.1K ﹤0.01% 1048
2023
Q3 		$236K Buy
+1,048
New +$227K ﹤0.01% 1165

Other funds holding KAI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return