NW
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NewEdge Wealth’s Kadant KAI Stock Holding History

NewEdge Wealth’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 		$2.15M Sell
7,365
-777
-10% -$250K 0.03% 405
2025
Q4 		$2.32M Sell
8,142
-487
-6% -$138K 0.03% 410
2025
Q3 		$2.35M Buy
8,629
+26
+0.3% +$8.48K 0.03% 358
2025
Q2 		$2.8M Sell
8,603
-645
-7% -$202K 0.04% 312
2025
Q1 		$3.12M Sell
9,248
-419
-4% -$152K 0.06% 259
2024
Q4 		$3.34M Sell
9,667
-1,700
-15% -$617K 0.06% 254
2024
Q3 		$3.84M Buy
11,367
+1,694
+18% +$541K 0.07% 238
2024
Q2 		$2.84M Sell
9,673
-276
-3% -$78.7K 0.06% 257
2024
Q1 		$2.65M Buy
9,949
+311
+3% +$93.8K 0.06% 274
2023
Q4 		$2.7M Buy
+9,638
New +$2.41M 0.07% 246

Other funds holding KAI

BlackRock
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
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
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