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 Q2	$2.51K	Sell	8 -3	-27%	-$935	﹤0.01%	2656
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 $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rothschild Investment LLC's KAI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Kadant (KAI) stake by 27% in Q2 2026, selling an estimated $935 and leaving 8 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

Rothschild Investment LLC first reported a position in KAI in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.76K in Q1 2025. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Rothschild Investment LLC held 8 shares of Kadant worth $2.51K as of Q2 2026.
Rothschild Investment LLC sold 3 Kadant shares in Q2 2026, an estimated $935.
Kadant made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2656 holding.
Rothschild Investment LLC first reported a position in Kadant in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's Kadant position peaked at $8.76K in Q1 2025.
327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.