Birchwood Financial Partners’s Kadant KAI Stock Holding History

Birchwood Financial Partners’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	$7.86K	Hold	25	–	–	0.01%	296
2026 Q1	$7.31K	Buy	+25	New	+$8.03K	0.01%	299

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 $3.37T AUM 44.26% 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

Birchwood Financial Partners's KAI Position: Q2 2026 in Review

Birchwood Financial Partners held its Kadant (KAI) position steady in Q2 2026 at 25 shares worth $7.86K. The position accounts for 0.01% of the portfolio, ranked #296.

Birchwood Financial Partners first reported a position in KAI in Q1 2026 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Birchwood Financial Partners held 25 shares of Kadant worth $7.86K as of Q2 2026.
Birchwood Financial Partners left its Kadant share count unchanged in Q2 2026.
Kadant made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #296 holding.
Birchwood Financial Partners first reported a position in Kadant in Q1 2026 and has held it in 2 quarters since.
323 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.