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Simon Quick Advisors’s Kadant KAI Stock Holding History

Simon Quick 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
Q2 		– Sell
-728
Closed -$245K – 497
2025
Q1 		$245K Buy
728
+8
+1% +$2.91K 0.01% 496
2024
Q4 		$248K Buy
720
+5
+0.7% +$1.81K 0.01% 395
2024
Q3 		$242K Buy
+715
New +$228K 0.02% 367

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Simon Quick Advisors's KAI Position: Q2 2025 in Review

Simon Quick Advisors sold out of Kadant (KAI) in Q2 2025, closing a stake of 728 shares — an estimated $245K sold.

Simon Quick Advisors first reported a position in KAI in Q3 2024 and held it in 3 quarters. The position peaked at $248K in Q4 2024. 314 funds tracked by Wall St. Rank hold KAI as of Q2 2025.

  • Simon Quick Advisors reported no remaining Kadant position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 728 Kadant shares in Q2 2025, an estimated $245K.
  • Simon Quick Advisors first reported a position in Kadant in Q3 2024 and held it in 3 quarters.
  • Simon Quick Advisors's Kadant position peaked at $248K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Kadant as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.