True Wealth Design’s Kadant KAI Stock Holding History

True Wealth Design’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	-1	Closed	-$298	–	2695
2025 Q3	$298	Hold	1	–	–	﹤0.01%	2192
2025 Q2	$318	Buy	+1	New	+$313	﹤0.01%	1908

Other funds holding KAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

True Wealth Design's KAI Position: Q4 2025 in Review

True Wealth Design sold out of Kadant (KAI) in Q4 2025, closing a stake of 1 share — an estimated $298 sold.

True Wealth Design first reported a position in KAI in Q2 2025 and held it in 2 quarters. The position peaked at $318 in Q2 2025. 303 funds tracked by Wall St. Rank hold KAI as of Q4 2025.

True Wealth Design reported no remaining Kadant position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 1 Kadant share in Q4 2025, an estimated $298.
True Wealth Design first reported a position in Kadant in Q2 2025 and held it in 2 quarters.
True Wealth Design's Kadant position peaked at $318 in Q2 2025.
303 funds tracked by Wall St. Rank held Kadant as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.