Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LPL Financial’s
Kadant
KAI
Stock Holding History
LPL Financial’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
$1.24M
Buy
4,230
+2,169
+105%
+$697K
﹤0.01%
3983
2025
Q4
$587K
Sell
2,061
-21
-1%
-$5.97K
﹤0.01%
4575
2025
Q3
$620K
Buy
2,082
+406
+24%
+$132K
﹤0.01%
4447
2025
Q2
$532K
Buy
1,676
+47
+3%
+$14.7K
﹤0.01%
4334
2025
Q1
$549K
Buy
1,629
+72
+5%
+$26.2K
﹤0.01%
4089
2024
Q4
$537K
Buy
1,557
+241
+18%
+$87.4K
﹤0.01%
4035
2024
Q3
$445K
Sell
1,316
-22
-2%
-$7.03K
﹤0.01%
4100
2024
Q2
$393K
Buy
1,338
+476
+55%
+$136K
﹤0.01%
4061
2024
Q1
$283K
Sell
862
-55
-6%
-$16.6K
﹤0.01%
4248
2023
Q4
$257K
Buy
+917
New
+$229K
﹤0.01%
4209
2020
Q1
–
Sell
-3,419
Closed
-$360K
–
3334
2019
Q4
$360K
Hold
3,419
–
–
﹤0.01%
2637
2019
Q3
$300K
Buy
3,419
+60
+2%
+$5.14K
﹤0.01%
2680
2019
Q2
$305K
Sell
3,359
-160
-5%
-$14.4K
﹤0.01%
2684
2019
Q1
$310K
Sell
3,519
-242
-6%
-$20.8K
﹤0.01%
2600
2018
Q4
$306K
Buy
+3,761
New
+$352K
﹤0.01%
2444
2015
Q3
–
Sell
-6,561
Closed
-$305K
–
2847
2015
Q2
$305K
Buy
+6,561
New
+$327K
﹤0.01%
2292
2014
Q3
–
Sell
-8,162
Closed
-$314K
–
2742
2014
Q2
$314K
Buy
+8,162
New
+$302K
﹤0.01%
2168
Other funds holding KAI
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close