AWM
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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
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

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Apollon Wealth Management's KAI Position: Q2 2026 in Review

Apollon Wealth Management reduced its Kadant (KAI) stake by 45% in Q2 2026, selling an estimated $208K and leaving 826 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Apollon Wealth Management first reported a position in KAI in Q4 2023 and has held it in 11 quarters since. The position peaked at $632K in Q1 2024. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Apollon Wealth Management held 826 shares of Kadant worth $260K as of Q2 2026.
  • Apollon Wealth Management sold 669 Kadant shares in Q2 2026, an estimated $208K.
  • Kadant made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1357 holding.
  • Apollon Wealth Management first reported a position in Kadant in Q4 2023 and has held it in 11 quarters since.
  • Apollon Wealth Management's Kadant position peaked at $632K in Q1 2024.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.