AWM
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Abound Wealth Management’s Kadant KAI Stock Holding History

Abound 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
2026
Q1 		– Sell
-1
Closed -$286 – 1556
2025
Q4 		$286 Hold
1
– – ﹤0.01% 1066
2025
Q3 		$298 Hold
1
– – ﹤0.01% 1011
2025
Q2 		$318 Hold
1
– – ﹤0.01% 911
2025
Q1 		$337 Buy
+1
New +$363 ﹤0.01% 855

Other funds holding KAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's KAI Position: Q1 2026 in Review

Abound Wealth Management sold out of Kadant (KAI) in Q1 2026, closing a stake of 1 share — an estimated $286 sold.

Abound Wealth Management first reported a position in KAI in Q1 2025 and held it in 4 quarters. The position peaked at $337 in Q1 2025. 321 funds tracked by Wall St. Rank hold KAI as of Q1 2026.

  • Abound Wealth Management reported no remaining Kadant position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 1 Kadant share in Q1 2026, an estimated $286.
  • Abound Wealth Management first reported a position in Kadant in Q1 2025 and held it in 4 quarters.
  • Abound Wealth Management's Kadant position peaked at $337 in Q1 2025.
  • 321 funds tracked by Wall St. Rank held Kadant as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.