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Principal Securities’s Kadant KAI Stock Holding History

Principal Securities’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
-9
Closed -$2.68K – 2515
2025
Q3 		$2.68K Hold
9
– – ﹤0.01% 3161
2025
Q2 		$2.86K Sell
9
-7
-44% -$2.19K ﹤0.01% 3034
2025
Q1 		$5.52K Hold
16
– – ﹤0.01% 2738
2024
Q4 		$5.52K Hold
16
– – ﹤0.01% 2735
2024
Q3 		$5.41K Hold
16
– – ﹤0.01% 2651
2024
Q2 		$4.7K Hold
16
– – ﹤0.01% 2657
2024
Q1 		$5.25K Buy
16
+3
+23% +$905 ﹤0.01% 2589
2023
Q4 		$3.64K Buy
+13
New +$3.25K ﹤0.01% 2645

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 $15.3B AUM 25.06% 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

Principal Securities's KAI Position: Q4 2025 in Review

Principal Securities sold out of Kadant (KAI) in Q4 2025, closing a stake of 9 shares — an estimated $2.68K sold.

Principal Securities first reported a position in KAI in Q4 2023 and held it in 8 quarters. The position peaked at $5.52K in Q1 2025. 303 funds tracked by Wall St. Rank hold KAI as of Q4 2025.

  • Principal Securities reported no remaining Kadant position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 9 Kadant shares in Q4 2025, an estimated $2.68K.
  • Principal Securities first reported a position in Kadant in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Kadant position peaked at $5.52K in Q1 2025.
  • 303 funds tracked by Wall St. Rank held Kadant as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.