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Rise Advisors’s Kadant KAI Stock Holding History

Rise 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
2025
Q4 		– Sell
-25
Closed -$7.5K – 789
2025
Q3 		$7.5K Hold
25
– – ﹤0.01% 1101
2025
Q2 		$7.99K Hold
25
– – ﹤0.01% 1093
2025
Q1 		$8.47K Sell
25
-12
-32% -$4.36K ﹤0.01% 1087
2024
Q4 		$12.8K Hold
37
– – 0.01% 905
2024
Q3 		$12.5K Hold
37
– – 0.01% 948
2024
Q2 		$10.9K Hold
37
– – 0.01% 985
2024
Q1 		$12.1K Buy
+37
New +$11.2K 0.01% 993

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

Rise Advisors's KAI Position: Q4 2025 in Review

Rise Advisors sold out of Kadant (KAI) in Q4 2025, closing a stake of 25 shares — an estimated $7.5K sold.

Rise Advisors first reported a position in KAI in Q1 2024 and held it in 7 quarters. The position peaked at $12.8K in Q4 2024. 303 funds tracked by Wall St. Rank hold KAI as of Q4 2025.

  • Rise Advisors reported no remaining Kadant position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 25 Kadant shares in Q4 2025, an estimated $7.5K.
  • Rise Advisors first reported a position in Kadant in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Kadant position peaked at $12.8K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Kadant as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.