Atria Investments’s Kadant KAI Stock Holding History

Atria Investments’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	$1.49M	Sell	4,736 -463	-9%	-$144K	0.01%	901
2026 Q1	$1.52M	Buy	5,199 +212	+4%	+$68.1K	0.02%	833
2025 Q4	$1.42M	Sell	4,987 -607	-11%	-$172K	0.02%	889
2025 Q3	$1.66M	Sell	5,594 -347	-6%	-$113K	0.02%	792
2025 Q2	$1.89M	Buy	5,941 +5	+0.1%	+$1.56K	0.02%	752
2025 Q1	$2M	Buy	5,936 +74	+1%	+$26.9K	0.03%	702
2024 Q4	$2.02M	Buy	5,862 +298	+5%	+$108K	0.03%	676
2024 Q3	$1.88M	Buy	5,564 +252	+5%	+$80.5K	0.02%	689
2024 Q2	$1.56M	Buy	+5,312	New	+$1.51M	0.02%	742

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 $3.38T AUM 44.17% 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

Atria Investments's KAI Position: Q2 2026 in Review

Atria Investments reduced its Kadant (KAI) stake by 8.9% in Q2 2026, selling an estimated $144K and leaving 4,736 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #901.

Atria Investments first reported a position in KAI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.02M in Q4 2024. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Atria Investments held 4,736 shares of Kadant worth $1.49M as of Q2 2026.
Atria Investments sold 463 Kadant shares in Q2 2026, an estimated $144K.
Kadant made up 0.01% of Atria Investments's portfolio in Q2 2026, its #901 holding.
Atria Investments first reported a position in Kadant in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Kadant position peaked at $2.02M in Q4 2024.
327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.