ZF
KAI icon

Zhang Financial’s Kadant KAI Stock Holding History

Zhang 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
2026
Q1 		$1.44M Hold
4,926
– – 0.05% 159
2025
Q4 		$1.4M Sell
4,926
-165
-3% -$46.9K 0.05% 154
2025
Q3 		$1.51M Buy
+5,091
New +$1.66M 0.06% 144
2025
Q2 		– Sell
-5,091
Closed -$1.72M – 304
2025
Q1 		$1.72M Sell
5,091
-165
-3% -$59.9K 0.09% 116
2024
Q4 		$1.81M Buy
5,256
+40
+0.8% +$14.5K 0.1% 105
2024
Q3 		$1.76M Sell
5,216
-300
-5% -$95.8K 0.11% 97
2024
Q2 		$1.62M Hold
5,516
– – 0.11% 99
2024
Q1 		$1.81M Hold
5,516
– – 0.13% 91
2023
Q4 		$1.55M Hold
5,516
– – 0.13% 95
2023
Q3 		$1.25M Hold
5,516
– – 0.13% 95
2023
Q2 		$1.17M Hold
5,516
– – 0.12% 102
2023
Q1 		$1.15M Buy
+5,516
New +$1.12M 0.13% 95

Other funds holding KAI

BlackRock
BlackRock New York $5.7T 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return