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Wealthspire Advisors (New York)’s Kadant KAI Stock Holding History

Wealthspire Advisors (New York)’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
-31
Closed -$9.31K – 1998
2025
Q3 		$9.31K Buy
+31
New +$10.1K ﹤0.01% 2053

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 $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 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 $131B AUM 28.36% 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

Wealthspire Advisors (New York)'s KAI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Kadant (KAI) in Q4 2025, closing a stake of 31 shares — an estimated $9.31K sold.

Wealthspire Advisors (New York) first reported a position in KAI in Q3 2025 and held it in 1 quarter. The position peaked at $9.31K in Q3 2025. 303 funds tracked by Wall St. Rank hold KAI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Kadant position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 31 Kadant shares in Q4 2025, an estimated $9.31K.
  • Wealthspire Advisors (New York) first reported a position in Kadant in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Kadant position peaked at $9.31K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held Kadant as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.