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Morningstar Investment Management’s Kadant KAI Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-6,417
Closed -$1.91M – 399
2025
Q3 		$1.91M Buy
+6,417
New +$2.09M 0.07% 255

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morningstar Investment Management's KAI Position: Q4 2025 in Review

Morningstar Investment Management sold out of Kadant (KAI) in Q4 2025, closing a stake of 6,417 shares — an estimated $1.91M sold.

Morningstar Investment Management first reported a position in KAI in Q3 2025 and held it in 1 quarter. The position peaked at $1.91M in Q3 2025. 302 funds tracked by Wall St. Rank hold KAI as of Q4 2025.

  • Morningstar Investment Management reported no remaining Kadant position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 6,417 Kadant shares in Q4 2025, an estimated $1.91M.
  • Morningstar Investment Management first reported a position in Kadant in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Kadant position peaked at $1.91M in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Kadant as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.