Rockefeller Capital Management

Rockefeller Capital Management’s Kadant KAI Stock Holding History

Rockefeller Capital 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
2026 Q1	$269K	Buy	920 +502	+120%	+$161K	﹤0.01%	2319
2025 Q4	$119K	Buy	418 +306	+273%	+$86.9K	﹤0.01%	2632
2025 Q3	$33.4K	Buy	+112	New	+$36.5K	﹤0.01%	3100
2023 Q1	–	Sell	-176	Closed	-$31K	–	2986
2022 Q4	$31K	Sell	176 -16	-8%	-$2.85K	﹤0.01%	2615
2022 Q3	$32K	Buy	192 +124	+182%	+$23.1K	﹤0.01%	2564
2022 Q2	$12K	Buy	68 +42	+162%	+$7.82K	﹤0.01%	3014
2022 Q1	$5K	Sell	26 -49	-65%	-$10K	﹤0.01%	3338
2021 Q4	$17K	Buy	75 +65	+650%	+$14.5K	﹤0.01%	2710
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	3446
2021 Q2	$1K	Buy	10 +3	+43%	+$528	﹤0.01%	3341
2021 Q1	$1K	Sell	7 -19	-73%	-$3.05K	﹤0.01%	3180
2020 Q4	$3K	Buy	26 +13	+100%	+$1.66K	﹤0.01%	2565
2020 Q3	$1K	Buy	+13	New	+$1.47K	﹤0.01%	2497
2019 Q4	–	Sell	-76	Closed	-$7K	–	2134
2019 Q3	$7K	Hold	76	–	–	﹤0.01%	1531
2019 Q2	$7K	Buy	+76	New	+$6.83K	﹤0.01%	1352

Other funds holding KAI

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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