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Steward Partners Investment Advisory’s Kadant KAI Stock Holding History

Steward Partners Investment Advisory’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 		$265K Sell
906
-52
-5% -$16.7K ﹤0.01% 1867
2025
Q4 		$273K Hold
958
– – ﹤0.01% 1762
2025
Q3 		$285K Buy
958
+88
+10% +$28.7K ﹤0.01% 1679
2025
Q2 		$276K Hold
870
– – ﹤0.01% 1595
2025
Q1 		$293K Hold
870
– – ﹤0.01% 1457
2024
Q4 		$300K Sell
870
-2
-0.2% -$725 ﹤0.01% 1408
2024
Q3 		$295K Sell
872
-5
-0.6% -$1.6K ﹤0.01% 1346
2024
Q2 		$258K Hold
877
– – ﹤0.01% 1334
2024
Q1 		$288K Sell
877
-99
-10% -$29.9K ﹤0.01% 1277
2023
Q4 		$274K Buy
976
+924
+1,777% +$231K ﹤0.01% 1253
2023
Q3 		$11.7K Sell
52
-25
-32% -$5.41K ﹤0.01% 2532
2023
Q2 		$17.1K Buy
77
+52
+208% +$10.4K ﹤0.01% 2362
2023
Q1 		$5.21K Sell
25
-80
-76% -$16.2K ﹤0.01% 2777
2022
Q4 		$18.7K Buy
+105
New +$18.7K ﹤0.01% 2260

Other funds holding KAI

BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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