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Kolinsky Wealth Management’s Kadant KAI Stock Holding History

Kolinsky Wealth Management’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
2024
Q4 		$417K Hold
1,209
– – 0.25% 85
2024
Q3 		$409K Buy
1,209
+3
+0.2% +$958 0.27% 85
2024
Q2 		$354K Hold
1,206
– – 0.25% 87
2024
Q1 		$396K Buy
1,206
+2
+0.2% +$603 0.3% 76
2023
Q4 		$337K Buy
+1,204
New +$301K 0.3% 86

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kolinsky Wealth Management's KAI Position: Q4 2024 in Review

Kolinsky Wealth Management held its Kadant (KAI) position steady in Q4 2024 at 1,209 shares worth $417K. The position accounts for 0.25% of the portfolio, ranked #85.

Kolinsky Wealth Management first reported a position in KAI in Q4 2023 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold KAI as of Q4 2024.

  • Kolinsky Wealth Management held 1,209 shares of Kadant worth $417K as of Q4 2024.
  • Kolinsky Wealth Management left its Kadant share count unchanged in Q4 2024.
  • Kadant made up 0.25% of Kolinsky Wealth Management's portfolio in Q4 2024, its #85 holding.
  • Kolinsky Wealth Management first reported a position in Kadant in Q4 2023 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held Kadant as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.