NewEdge Advisors’s Kadant KAI Stock Holding History

NewEdge Advisors’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	$609K	Sell	2,083 -57	-3%	-$18.3K	﹤0.01%	1830
2025 Q4	$610K	Buy	2,140 +97	+5%	+$27.6K	﹤0.01%	1826
2025 Q3	$608K	Buy	2,043 +277	+16%	+$90.4K	﹤0.01%	1700
2025 Q2	$561K	Buy	1,766 +22	+1%	+$6.89K	﹤0.01%	1628
2025 Q1	$588K	Sell	1,744 -60	-3%	-$21.8K	﹤0.01%	1495
2024 Q4	$622K	Sell	1,804 -450	-20%	-$163K	﹤0.01%	1415
2024 Q3	$762K	Sell	2,254 -56	-2%	-$17.9K	﹤0.01%	1231
2024 Q2	$678K	Sell	2,310 -288	-11%	-$82.1K	﹤0.01%	1246
2024 Q1	$852K	Sell	2,598 -514	-17%	-$155K	0.01%	1076
2023 Q4	$872K	Sell	3,112 -966	-24%	-$242K	0.01%	1005
2023 Q3	$920K	Sell	4,078 -443	-10%	-$95.9K	0.01%	894
2023 Q2	$1M	Buy	4,521 +95	+2%	+$19K	0.01%	867
2023 Q1	$923K	Sell	4,426 -605	-12%	-$123K	0.01%	813
2022 Q4	$87.7K	Buy	+5,031	New	+$895K	﹤0.01%	1492
2022 Q1	–	Sell	-901	Closed	-$208K	–	1400
2021 Q4	$208K	Buy	+901	New	+$201K	﹤0.01%	1507
2020 Q1	–	Sell	-2,238	Closed	-$235K	–	847
2019 Q4	$235K	Sell	2,238 -365	-14%	-$34.7K	0.01%	729
2019 Q3	$227K	Buy	+2,603	New	+$223K	0.01%	717
2017 Q3	–	Sell	-1,085	Closed	-$83.2K	–	760
2017 Q2	$83.2K	Buy	+1,085	New	+$75.7K	0.01%	450

Other funds holding KAI

BlackRock New York $5.7T AUM 30.48% 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return