IWA
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Icon Wealth Advisors’s Kadant KAI Stock Holding History

Icon Wealth 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
-506
Closed -$175K – 511
2024
Q4 		$175K Sell
506
-35
-6% -$12.7K 0.01% 395
2024
Q3 		$183K Buy
+541
New +$173K 0.02% 375

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Wealth Advisors's KAI Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Kadant (KAI) in Q1 2025, closing a stake of 506 shares — an estimated $175K sold.

Icon Wealth Advisors first reported a position in KAI in Q3 2024 and held it in 2 quarters. The position peaked at $183K in Q3 2024. 313 funds tracked by Wall St. Rank hold KAI as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Kadant position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 506 Kadant shares in Q1 2025, an estimated $175K.
  • Icon Wealth Advisors first reported a position in Kadant in Q3 2024 and held it in 2 quarters.
  • Icon Wealth Advisors's Kadant position peaked at $183K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Kadant as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.