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Montag & Associates’s Kadant KAI Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-2
Closed -$712 – 1063
2025
Q3 		$712 Sell
2
-1
-33% -$326 ﹤0.01% 1053
2025
Q2 		$949 Hold
3
– – ﹤0.01% 914
2025
Q1 		$1.01K Hold
3
– – ﹤0.01% 953
2024
Q4 		$947 Hold
3
– – ﹤0.01% 956
2024
Q3 		$928 Buy
+3
New +$958 ﹤0.01% 988

Other funds holding KAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Montag & Associates's KAI Position: Q4 2025 in Review

Montag & Associates sold out of Kadant (KAI) in Q4 2025, closing a stake of 2 shares — an estimated $712 sold.

Montag & Associates first reported a position in KAI in Q3 2024 and held it in 5 quarters. The position peaked at $1.01K in Q1 2025. 303 funds tracked by Wall St. Rank hold KAI as of Q4 2025.

  • Montag & Associates reported no remaining Kadant position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 2 Kadant shares in Q4 2025, an estimated $712.
  • Montag & Associates first reported a position in Kadant in Q3 2024 and held it in 5 quarters.
  • Montag & Associates's Kadant position peaked at $1.01K in Q1 2025.
  • 303 funds tracked by Wall St. Rank held Kadant as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.