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Petros Family Wealth’s Kadant KAI Stock Holding History

Petros Family 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
2025
Q3 		– Sell
-702
Closed -$223K – 146
2025
Q2 		$223K Hold
702
– – 0.2% 117
2025
Q1 		$237K Sell
702
-3
-0.4% -$1.09K 0.26% 106
2024
Q4 		$243K Buy
+705
New +$256K 0.26% 105

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 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Petros Family Wealth's KAI Position: Q3 2025 in Review

Petros Family Wealth sold out of Kadant (KAI) in Q3 2025, closing a stake of 702 shares — an estimated $223K sold.

Petros Family Wealth first reported a position in KAI in Q4 2024 and held it in 3 quarters. The position peaked at $243K in Q4 2024. 316 funds tracked by Wall St. Rank hold KAI as of Q3 2025.

  • Petros Family Wealth reported no remaining Kadant position as of Q3 2025 after selling out during the quarter.
  • Petros Family Wealth sold 702 Kadant shares in Q3 2025, an estimated $223K.
  • Petros Family Wealth first reported a position in Kadant in Q4 2024 and held it in 3 quarters.
  • Petros Family Wealth's Kadant position peaked at $243K in Q4 2024.
  • 316 funds tracked by Wall St. Rank held Kadant as of Q3 2025.

Based on Petros Family Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.