Rothschild Investment LLC’s Kadant KAI Stock Holding History

Rothschild Investment LLC’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	$3.22K	Buy	11 +6	+120%	+$1.93K	﹤0.01%	2302
2025 Q4	$1.43K	Sell	5 -5	-50%	-$1.42K	﹤0.01%	2533
2025 Q3	$2.98K	Sell	10 -7	-41%	-$2.28K	﹤0.01%	1982
2025 Q2	$5.4K	Sell	17 -9	-35%	-$2.82K	﹤0.01%	1479
2025 Q1	$8.76K	Buy	26 +9	+53%	+$3.27K	﹤0.01%	1207
2024 Q4	$5.87K	Buy	17 +5	+42%	+$1.81K	﹤0.01%	1293
2024 Q3	$4.06K	Buy	12 +9	+300%	+$2.87K	﹤0.01%	1375
2024 Q2	$881	Buy	3 +2	+200%	+$570	﹤0.01%	1725
2024 Q1	$328	Buy	+1	New	+$302	﹤0.01%	1519

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