High Note Wealth’s Kadant KAI Stock Holding History

High Note Wealth’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	-12	Closed	-$3.57K	–	952
2025 Q3	$3.57K	Buy	12 +1	+9%	+$326	﹤0.01%	606
2025 Q2	$3.49K	Buy	+11	New	+$3.44K	﹤0.01%	579

Other funds holding KAI

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

High Note Wealth's KAI Position: Q4 2025 in Review

High Note Wealth sold out of Kadant (KAI) in Q4 2025, closing a stake of 12 shares — an estimated $3.57K sold.

High Note Wealth first reported a position in KAI in Q2 2025 and held it in 2 quarters. The position peaked at $3.57K in Q3 2025. 303 funds tracked by Wall St. Rank hold KAI as of Q4 2025.

High Note Wealth reported no remaining Kadant position as of Q4 2025 after selling out during the quarter.
High Note Wealth sold 12 Kadant shares in Q4 2025, an estimated $3.57K.
High Note Wealth first reported a position in Kadant in Q2 2025 and held it in 2 quarters.
High Note Wealth's Kadant position peaked at $3.57K in Q3 2025.
303 funds tracked by Wall St. Rank held Kadant as of Q4 2025.

Based on High Note Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.