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Global Financial Private Client’s Kadant KAI Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-20
Closed -$6.74K – 925
2025
Q1 		$6.74K Buy
20
+19
+1,900% +$6.9K ﹤0.01% 645
2024
Q4 		$345 Buy
+1
New +$363 ﹤0.01% 1065

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 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Global Financial Private Client's KAI Position: Q2 2025 in Review

Global Financial Private Client sold out of Kadant (KAI) in Q2 2025, closing a stake of 20 shares — an estimated $6.74K sold.

Global Financial Private Client first reported a position in KAI in Q4 2024 and held it in 2 quarters. The position peaked at $6.74K in Q1 2025. 314 funds tracked by Wall St. Rank hold KAI as of Q2 2025.

  • Global Financial Private Client reported no remaining Kadant position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 20 Kadant shares in Q2 2025, an estimated $6.74K.
  • Global Financial Private Client first reported a position in Kadant in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Kadant position peaked at $6.74K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Kadant as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.