Envestnet Portfolio Solutions
KAI icon

Envestnet Portfolio Solutions’s Kadant KAI Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-693
Closed -$206K – 1530
2025
Q3 		$206K Sell
693
-43
-6% -$14K ﹤0.01% 1414
2025
Q2 		$234K Sell
736
-72
-9% -$22.5K ﹤0.01% 1442
2025
Q1 		$272K Sell
808
-408
-34% -$148K ﹤0.01% 1342
2024
Q4 		$420K Sell
1,216
-143
-11% -$51.9K ﹤0.01% 1325
2024
Q3 		$459K Buy
+1,359
New +$434K ﹤0.01% 1250
2024
Q2 		– Sell
-855
Closed -$280K – 1666
2024
Q1 		$280K Buy
855
+57
+7% +$17.2K ﹤0.01% 1392
2023
Q4 		$224K Buy
+798
New +$200K ﹤0.01% 1448

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Envestnet Portfolio Solutions's KAI Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Kadant (KAI) in Q4 2025, closing a stake of 693 shares — an estimated $206K sold.

Envestnet Portfolio Solutions first reported a position in KAI in Q4 2023 and held it in 7 quarters. The position peaked at $459K in Q3 2024. 302 funds tracked by Wall St. Rank hold KAI as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Kadant position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 693 Kadant shares in Q4 2025, an estimated $206K.
  • Envestnet Portfolio Solutions first reported a position in Kadant in Q4 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's Kadant position peaked at $459K in Q3 2024.
  • 302 funds tracked by Wall St. Rank held Kadant as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.