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IFP Advisors’s Kadant KAI Stock Holding History

IFP 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
Q3 		– Sell
-175
Closed -$63.2K – 4891
2025
Q2 		$63.2K Sell
175
-12
-6% -$3.76K ﹤0.01% 1921
2025
Q1 		$63K Buy
187
+1
+0.5% +$363 ﹤0.01% 1776
2024
Q4 		$64.9K Sell
186
-1
-0.5% -$363 ﹤0.01% 1693
2024
Q3 		$63.2K Buy
+187
New +$59.7K ﹤0.01% 1620
2022
Q4 		– Sell
-20
Closed -$2K – 4723
2022
Q3 		$2K Hold
20
– – ﹤0.01% 4366
2022
Q2 		$2K Hold
20
– – ﹤0.01% 4140
2022
Q1 		$2K Buy
+20
New +$4.09K ﹤0.01% 4138
2019
Q1 		– Sell
-100
Closed -$8K – 2903
2018
Q4 		$8K Hold
100
– – ﹤0.01% 2620
2018
Q3 		$11K Hold
100
– – ﹤0.01% 2796
2018
Q2 		$10K Hold
100
– – ﹤0.01% 2893
2018
Q1 		$10K Hold
100
– – ﹤0.01% 2786
2017
Q4 		$10K Sell
100
-18
-15% -$1.83K ﹤0.01% 2827
2017
Q3 		$12K Hold
118
– – ﹤0.01% 2923
2017
Q2 		$9K Hold
118
– – ﹤0.01% 3089
2017
Q1 		$7K Hold
118
– – ﹤0.01% 3128
2016
Q4 		$7K Hold
118
– – ﹤0.01% 3127
2016
Q3 		$6K Hold
118
– – ﹤0.01% 3136
2016
Q2 		$6K Buy
+118
New +$5.71K ﹤0.01% 3031
2016
Q1 		– Sell
-118
Closed -$5K – 2902
2015
Q4 		$5K Buy
+118
New +$4.86K ﹤0.01% 2962

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's KAI Position: Q3 2025 in Review

IFP Advisors sold out of Kadant (KAI) in Q3 2025, closing a stake of 175 shares — an estimated $63.2K sold.

IFP Advisors first reported a position in KAI in Q4 2015 and held it in 19 quarters. The position peaked at $64.9K in Q4 2024. 316 funds tracked by Wall St. Rank hold KAI as of Q3 2025.

  • IFP Advisors reported no remaining Kadant position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 175 Kadant shares in Q3 2025, an estimated $63.2K.
  • IFP Advisors first reported a position in Kadant in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's Kadant position peaked at $64.9K in Q4 2024.
  • 316 funds tracked by Wall St. Rank held Kadant as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.