Heck Capital Advisors’s Kadant KAI Stock Holding History

Heck Capital Advisors’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 Q1	–	Sell	-23	Closed	-$7.85K	–	525
2024 Q4	$7.85K	Buy	+23	New	+$8.34K	﹤0.01%	548

Other funds holding KAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heck Capital Advisors's KAI Position: Q1 2025 in Review

Heck Capital Advisors sold out of Kadant (KAI) in Q1 2025, closing a stake of 23 shares — an estimated $7.85K sold.

Heck Capital Advisors first reported a position in KAI in Q4 2024 and held it in 1 quarter. The position peaked at $7.85K in Q4 2024. 313 funds tracked by Wall St. Rank hold KAI as of Q1 2025.

Heck Capital Advisors reported no remaining Kadant position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 23 Kadant shares in Q1 2025, an estimated $7.85K.
Heck Capital Advisors first reported a position in Kadant in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Kadant position peaked at $7.85K in Q4 2024.
313 funds tracked by Wall St. Rank held Kadant as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.