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WhitTier Trust Company’s Kadant KAI Stock Holding History

WhitTier Trust Company’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
-218
Closed -$66.2K – 1296
2025
Q3 		$66.2K Hold
218
– – ﹤0.01% 632
2025
Q2 		$69.2K Hold
218
– – ﹤0.01% 707
2025
Q1 		$73.4K Hold
218
– – ﹤0.01% 675
2024
Q4 		$75.2K Hold
218
– – ﹤0.01% 660
2024
Q3 		$73.7K Buy
+218
New +$69.6K ﹤0.01% 666

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 $733B AUM 35.63% 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 $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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WhitTier Trust Company's KAI Position: Q4 2025 in Review

WhitTier Trust Company sold out of Kadant (KAI) in Q4 2025, closing a stake of 218 shares — an estimated $66.2K sold.

WhitTier Trust Company first reported a position in KAI in Q3 2024 and held it in 5 quarters. The position peaked at $75.2K in Q4 2024. 303 funds tracked by Wall St. Rank hold KAI as of Q4 2025.

  • WhitTier Trust Company reported no remaining Kadant position as of Q4 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 218 Kadant shares in Q4 2025, an estimated $66.2K.
  • WhitTier Trust Company first reported a position in Kadant in Q3 2024 and held it in 5 quarters.
  • WhitTier Trust Company's Kadant position peaked at $75.2K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Kadant as of Q4 2025.

Based on WhitTier Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.