Integrated Wealth Concepts’s Kadant KAI Stock Holding History

Integrated Wealth Concepts’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
2026 Q1	$387K	Buy	+1,323	New	+$425K	﹤0.01%	1708
2025 Q4	–	Sell	-1,035	Closed	-$308K	–	1858
2025 Q3	$308K	Buy	+1,035	New	+$338K	﹤0.01%	1614
2025 Q2	–	Sell	-907	Closed	-$306K	–	1954
2025 Q1	$306K	Buy	907 +72	+9%	+$26.2K	﹤0.01%	1404
2024 Q4	$288K	Sell	835 -47	-5%	-$17K	﹤0.01%	1394
2024 Q3	$298K	Sell	882 -47	-5%	-$15K	﹤0.01%	1347
2024 Q2	$273K	Hold	929	–	–	﹤0.01%	1365
2024 Q1	$305K	Buy	929 +45	+5%	+$13.6K	﹤0.01%	1312
2023 Q4	$248K	Buy	+884	New	+$221K	﹤0.01%	1358
2021 Q2	–	Sell	-42,268	Closed	-$7.82M	–	820
2021 Q1	$7.82M	Sell	42,268 -1,000	-2%	-$160K	0.32%	70
2020 Q4	$6.1M	Sell	43,268 -1,732	-4%	-$220K	0.29%	74
2020 Q3	$4.93M	Buy	+45,000	New	+$5.1M	0.3%	70

Other funds holding KAI

BlackRock New York $5.7T 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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