Matthew Hamilton Rosenberg’s Kadant KAI Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$3.92K	Hold	15	–	–	﹤0.01%	721
2026 Q2	$4.71K	Hold	15	–	–	﹤0.01%	697
2026 Q1	$4.38K	Hold	15	–	–	﹤0.01%	689
2025 Q4	$4.28K	Hold	15	–	–	﹤0.01%	703
2025 Q3	$4.46K	Sell	15 -1	-6%	-$326	﹤0.01%	703
2025 Q2	$5.08K	Hold	16	–	–	﹤0.01%	724
2025 Q1	$5.39K	Buy	+16	New	+$5.81K	﹤0.01%	697

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Matthew Hamilton Rosenberg's KAI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Kadant (KAI) position steady in Q3 2026 at 15 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Matthew Hamilton Rosenberg first reported a position in KAI in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.39K in Q1 2025. 53 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

Matthew Hamilton Rosenberg held 15 shares of Kadant worth $3.92K as of Q3 2026.
Matthew Hamilton Rosenberg left its Kadant share count unchanged in Q3 2026.
Kadant made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #721 holding.
Matthew Hamilton Rosenberg first reported a position in Kadant in Q1 2025 and has held it in 7 quarters since.
Matthew Hamilton Rosenberg's Kadant position peaked at $5.39K in Q1 2025.
53 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.