Kestra Investment Management’s Kadant KAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-85
Closed -$27K 732
2025
Q2
$27K Buy
+85
New +$26.6K ﹤0.01% 615

Other funds holding KAI

Kestra Investment Management's KAI Position: Q3 2025 in Review

Kestra Investment Management sold out of Kadant (KAI) in Q3 2025, closing a stake of 85 shares — an estimated $27K sold.

Kestra Investment Management first reported a position in KAI in Q2 2025 and held it in 1 quarter. The position peaked at $27K in Q2 2025. 316 funds tracked by Wall St. Rank hold KAI as of Q3 2025.

  • Kestra Investment Management reported no remaining Kadant position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 85 Kadant shares in Q3 2025, an estimated $27K.
  • Kestra Investment Management first reported a position in Kadant in Q2 2025 and held it in 1 quarter.
  • Kestra Investment Management's Kadant position peaked at $27K in Q2 2025.
  • 316 funds tracked by Wall St. Rank held Kadant as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.