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Tortoise Investment Management’s Kadant KAI Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-11
Closed -$3.27K – 853
2025
Q3 		$3.27K Hold
11
– – ﹤0.01% 779
2025
Q2 		$3.49K Buy
+11
New +$3.44K ﹤0.01% 697

Other funds holding KAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Investment Management's KAI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Kadant (KAI) in Q4 2025, closing a stake of 11 shares — an estimated $3.27K sold.

Tortoise Investment Management first reported a position in KAI in Q2 2025 and held it in 2 quarters. The position peaked at $3.49K in Q2 2025. 303 funds tracked by Wall St. Rank hold KAI as of Q4 2025.

  • Tortoise Investment Management reported no remaining Kadant position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 11 Kadant shares in Q4 2025, an estimated $3.27K.
  • Tortoise Investment Management first reported a position in Kadant in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Kadant position peaked at $3.49K in Q2 2025.
  • 303 funds tracked by Wall St. Rank held Kadant as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.