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Smith Shellnut Wilson’s Kadant KAI Stock Holding History

Smith Shellnut Wilson’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
Q3 		$246K Hold
825
– – 0.09% 124
2025
Q2 		$262K Hold
825
– – 0.11% 119
2025
Q1 		$278K Hold
825
– – 0.13% 113
2024
Q4 		$285K Hold
825
– – 0.13% 112
2024
Q3 		$279K Hold
825
– – 0.13% 114
2024
Q2 		$242K Buy
+825
New +$235K 0.12% 124

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Smith Shellnut Wilson's KAI Position: Q3 2025 in Review

Smith Shellnut Wilson held its Kadant (KAI) position steady in Q3 2025 at 825 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #124.

Smith Shellnut Wilson first reported a position in KAI in Q2 2024 and has held it in 6 quarters since. The position peaked at $285K in Q4 2024. 316 funds tracked by Wall St. Rank hold KAI as of Q3 2025.

  • Smith Shellnut Wilson held 825 shares of Kadant worth $246K as of Q3 2025.
  • Smith Shellnut Wilson left its Kadant share count unchanged in Q3 2025.
  • Kadant made up 0.09% of Smith Shellnut Wilson's portfolio in Q3 2025, its #124 holding.
  • Smith Shellnut Wilson first reported a position in Kadant in Q2 2024 and has held it in 6 quarters since.
  • Smith Shellnut Wilson's Kadant position peaked at $285K in Q4 2024.
  • 316 funds tracked by Wall St. Rank held Kadant as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.