Ethic Inc’s Kadant KAI Stock Holding History

Ethic Inc’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	-976	Closed	-$306K	–	1248
2025 Q2	$306K	Buy	976 +215	+28%	+$67.3K	0.01%	977
2025 Q1	$261K	Buy	761 +39	+5%	+$14.2K	0.01%	986
2024 Q4	$249K	Buy	+722	New	+$262K	0.01%	986

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

Ethic Inc's KAI Position: Q3 2025 in Review

Ethic Inc sold out of Kadant (KAI) in Q3 2025, closing a stake of 976 shares — an estimated $306K sold.

Ethic Inc first reported a position in KAI in Q4 2024 and held it in 3 quarters. The position peaked at $306K in Q2 2025. 316 funds tracked by Wall St. Rank hold KAI as of Q3 2025.

Ethic Inc reported no remaining Kadant position as of Q3 2025 after selling out during the quarter.
Ethic Inc sold 976 Kadant shares in Q3 2025, an estimated $306K.
Ethic Inc first reported a position in Kadant in Q4 2024 and held it in 3 quarters.
Ethic Inc's Kadant position peaked at $306K in Q2 2025.
316 funds tracked by Wall St. Rank held Kadant as of Q3 2025.

Based on Ethic Inc's 13F filing for Q3 2025, filed 17 Oct 2025.