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Robertson Stephens Wealth Management’s Kadant KAI Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		– Sell
-764
Closed -$264K – 571
2024
Q4 		$264K Buy
764
+69
+10% +$25K 0.01% 495
2024
Q3 		$235K Hold
695
– – 0.01% 571
2024
Q2 		$204K Hold
695
– – 0.01% 478
2024
Q1 		$228K Buy
+695
New +$210K 0.01% 463

Other funds holding KAI

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robertson Stephens Wealth Management's KAI Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Kadant (KAI) in Q1 2025, closing a stake of 764 shares — an estimated $264K sold.

Robertson Stephens Wealth Management first reported a position in KAI in Q1 2024 and held it in 4 quarters. The position peaked at $264K in Q4 2024. 313 funds tracked by Wall St. Rank hold KAI as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Kadant position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 764 Kadant shares in Q1 2025, an estimated $264K.
  • Robertson Stephens Wealth Management first reported a position in Kadant in Q1 2024 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's Kadant position peaked at $264K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Kadant as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.