Bell Investment Advisors’s Kadant KAI Stock Holding History

Bell Investment Advisors’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	$943	Hold	3	–	–	﹤0.01%	1543
2026 Q1	$878	Hold	3	–	–	﹤0.01%	1585
2025 Q4	$856	Sell	3 -2	-40%	-$568	﹤0.01%	1585
2025 Q3	$1.49K	Hold	5	–	–	﹤0.01%	1436
2025 Q2	$1.59K	Buy	5 +2	+67%	+$626	﹤0.01%	1435
2025 Q1	$1.01K	Hold	3	–	–	﹤0.01%	1545
2024 Q4	$1.03K	Hold	3	–	–	﹤0.01%	1571
2024 Q3	$1.01K	Hold	3	–	–	﹤0.01%	1584
2024 Q2	$882	Hold	3	–	–	﹤0.01%	1647
2024 Q1	$985	Hold	3	–	–	﹤0.01%	1608
2023 Q4	$841	Hold	3	–	–	﹤0.01%	1632
2023 Q3	$677	Hold	3	–	–	﹤0.01%	1676
2023 Q2	$667	Hold	3	–	–	﹤0.01%	1706
2023 Q1	$626	Hold	3	–	–	﹤0.01%	1722
2022 Q4	$533	Buy	+3	New	+$534	﹤0.01%	1791
2021 Q4	$0	Buy	+2	New	+$446	﹤0.01%	1865

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

Bell Investment Advisors's KAI Position: Q2 2026 in Review

Bell Investment Advisors held its Kadant (KAI) position steady in Q2 2026 at 3 shares worth $943. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Bell Investment Advisors first reported a position in KAI in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.59K in Q2 2025. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Bell Investment Advisors held 3 shares of Kadant worth $943 as of Q2 2026.
Bell Investment Advisors left its Kadant share count unchanged in Q2 2026.
Kadant made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1543 holding.
Bell Investment Advisors first reported a position in Kadant in Q4 2021 and has held it in 16 quarters since.
Bell Investment Advisors's Kadant position peaked at $1.59K in Q2 2025.
327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.