AssetMark Inc
KAI icon

AssetMark Inc’s Kadant KAI Stock Holding History

AssetMark Inc’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 		$9.74K Hold
31
– – ﹤0.01% 2463
2026
Q1 		$9.06K Hold
31
– – ﹤0.01% 2346
2025
Q4 		$8.84K Buy
+31
New +$8.81K ﹤0.01% 2255
2025
Q2 		– Sell
-2
Closed -$674 – 3075
2025
Q1 		$674 Hold
2
– – ﹤0.01% 2359
2024
Q4 		$690 Hold
2
– – ﹤0.01% 2323
2024
Q3 		$676 Buy
+2
New +$639 ﹤0.01% 2052

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

AssetMark Inc's KAI Position: Q2 2026 in Review

AssetMark Inc held its Kadant (KAI) position steady in Q2 2026 at 31 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

AssetMark Inc first reported a position in KAI in Q3 2024 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • AssetMark Inc held 31 shares of Kadant worth $9.74K as of Q2 2026.
  • AssetMark Inc left its Kadant share count unchanged in Q2 2026.
  • Kadant made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2463 holding.
  • AssetMark Inc first reported a position in Kadant in Q3 2024 and has held it in 6 quarters since.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.