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West Coast Financial’s Kadant KAI Stock Holding History

West Coast Financial’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
Q2 		– Sell
-3,504
Closed -$1.18M – 83
2025
Q1 		$1.18M Sell
3,504
-1,129
-24% -$410K 0.13% 73
2024
Q4 		$1.6M Sell
4,633
-370
-7% -$134K 0.18% 66
2024
Q3 		$1.69M Sell
5,003
-513
-9% -$164K 0.19% 68
2024
Q2 		$1.62M Sell
5,516
-874
-14% -$249K 0.19% 68
2024
Q1 		$2.1M Sell
6,390
-1,577
-20% -$476K 0.25% 57
2023
Q4 		$2.23M Sell
7,967
-22,690
-74% -$5.68M 0.29% 58
2023
Q3 		$6.91M Buy
30,657
+86
+0.3% +$18.6K 1.03% 30
2023
Q2 		$6.79M Buy
30,571
+641
+2% +$128K 0.96% 33
2023
Q1 		$6.24M Buy
29,930
+6,679
+29% +$1.36M 0.96% 37
2022
Q4 		$4.13M Buy
23,251
+6,012
+35% +$1.07M 0.7% 48
2022
Q3 		$2.88M Buy
+17,239
New +$3.21M 0.53% 52

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

West Coast Financial's KAI Position: Q2 2025 in Review

West Coast Financial sold out of Kadant (KAI) in Q2 2025, closing a stake of 3,504 shares — an estimated $1.18M sold.

West Coast Financial first reported a position in KAI in Q3 2022 and held it in 11 quarters. The position peaked at $6.91M in Q3 2023. 314 funds tracked by Wall St. Rank hold KAI as of Q2 2025.

  • West Coast Financial reported no remaining Kadant position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 3,504 Kadant shares in Q2 2025, an estimated $1.18M.
  • West Coast Financial first reported a position in Kadant in Q3 2022 and held it in 11 quarters.
  • West Coast Financial's Kadant position peaked at $6.91M in Q3 2023.
  • 314 funds tracked by Wall St. Rank held Kadant as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.