Action Point Financial Planning’s Kadant KAI Stock Holding History

Action Point Financial Planning’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 Q2	$1.26K	Buy	+4	New	+$1.25K	﹤0.01%	2409

Other funds holding KAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's KAI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Kadant (KAI) in Q2 2026: 4 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #2409 among its holdings.

321 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Action Point Financial Planning held 4 shares of Kadant worth $1.26K as of Q2 2026.
Kadant was a new Action Point Financial Planning position in Q2 2026.
Kadant made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2409 holding.
321 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.