SC
KAI icon

Stephens Consulting’s Kadant KAI Stock Holding History

Stephens Consulting’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 		– Sell
-5
Closed -$1.59K – 799
2025
Q2 		$1.59K Hold
5
– – ﹤0.01% 552
2025
Q1 		$1.69K Buy
+5
New +$1.82K ﹤0.01% 482
2024
Q3 		– Sell
-9
Closed -$2.65K – 588
2024
Q2 		$2.65K Buy
+9
New +$2.56K ﹤0.01% 486

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

Stephens Consulting's KAI Position: Q3 2025 in Review

Stephens Consulting sold out of Kadant (KAI) in Q3 2025, closing a stake of 5 shares — an estimated $1.59K sold.

Stephens Consulting first reported a position in KAI in Q2 2024 and held it in 3 quarters. The position peaked at $2.65K in Q2 2024. 316 funds tracked by Wall St. Rank hold KAI as of Q3 2025.

  • Stephens Consulting reported no remaining Kadant position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 5 Kadant shares in Q3 2025, an estimated $1.59K.
  • Stephens Consulting first reported a position in Kadant in Q2 2024 and held it in 3 quarters.
  • Stephens Consulting's Kadant position peaked at $2.65K in Q2 2024.
  • 316 funds tracked by Wall St. Rank held Kadant as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.