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Venturi Wealth Management’s Kadant KAI Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-528
Closed -$182K – 1250
2024
Q4 		$182K Buy
528
+490
+1,289% +$178K 0.01% 571
2024
Q3 		$12.8K Buy
+38
New +$12.1K ﹤0.01% 1135

Other funds holding KAI

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Venturi Wealth Management's KAI Position: Q1 2025 in Review

Venturi Wealth Management sold out of Kadant (KAI) in Q1 2025, closing a stake of 528 shares — an estimated $182K sold.

Venturi Wealth Management first reported a position in KAI in Q3 2024 and held it in 2 quarters. The position peaked at $182K in Q4 2024. 313 funds tracked by Wall St. Rank hold KAI as of Q1 2025.

  • Venturi Wealth Management reported no remaining Kadant position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 528 Kadant shares in Q1 2025, an estimated $182K.
  • Venturi Wealth Management first reported a position in Kadant in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Kadant position peaked at $182K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Kadant as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.