Apollon Wealth Management’s Kadant KAI Stock Holding History

Apollon 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 Q3	$207K	Sell	793 -33	-4%	-$9.9K	﹤0.01%	1509
2026 Q2	$260K	Sell	826 -669	-45%	-$208K	﹤0.01%	1357
2026 Q1	$437K	Sell	1,495 -14	-0.9%	-$4.5K	0.01%	922
2025 Q4	$430K	Buy	1,509 +4	+0.3%	+$1.14K	0.01%	898
2025 Q3	$448K	Sell	1,505 -141	-9%	-$46K	0.01%	870
2025 Q2	$523K	Sell	1,646 -149	-8%	-$46.6K	0.01%	790
2025 Q1	$605K	Buy	1,795 +39	+2%	+$14.2K	0.01%	664
2024 Q4	$606K	Sell	1,756 -18	-1%	-$6.53K	0.01%	680
2024 Q3	$600K	Sell	1,774 -150	-8%	-$47.9K	0.02%	641
2024 Q2	$565K	Sell	1,924 -1	-0.1%	-$285	0.02%	632
2024 Q1	$632K	Sell	1,925 -266	-12%	-$80.2K	0.02%	610
2023 Q4	$614K	Buy	+2,191	New	+$548K	0.02%	594

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Apollon Wealth Management's KAI Position: Q3 2026 in Review

Apollon Wealth Management reduced its Kadant (KAI) stake by 4% in Q3 2026, selling an estimated $9.9K and leaving 793 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Apollon Wealth Management first reported a position in KAI in Q4 2023 and has held it in 12 quarters since. The position peaked at $632K in Q1 2024. 55 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

Apollon Wealth Management held 793 shares of Kadant worth $207K as of Q3 2026.
Apollon Wealth Management sold 33 Kadant shares in Q3 2026, an estimated $9.9K.
Kadant made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1509 holding.
Apollon Wealth Management first reported a position in Kadant in Q4 2023 and has held it in 12 quarters since.
Apollon Wealth Management's Kadant position peaked at $632K in Q1 2024.
55 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.