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Bogart Wealth LLC’s Kadant KAI Stock Holding History

Bogart Wealth LLC’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 		$1.57K Hold
5
– – ﹤0.01% 1521
2026
Q1 		$1.46K Hold
5
– – ﹤0.01% 1347
2025
Q4 		$1.43K Hold
5
– – ﹤0.01% 1242
2025
Q3 		$1.49K Hold
5
– – ﹤0.01% 1211
2025
Q2 		$1.59K Hold
5
– – ﹤0.01% 1146
2025
Q1 		$1.69K Sell
5
-5
-50% -$1.82K ﹤0.01% 1102
2024
Q4 		$3.45K Buy
+10
New +$3.63K ﹤0.01% 973

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's KAI Position: Q2 2026 in Review

Bogart Wealth LLC held its Kadant (KAI) position steady in Q2 2026 at 5 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Bogart Wealth LLC first reported a position in KAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.45K in Q4 2024. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Bogart Wealth LLC held 5 shares of Kadant worth $1.57K as of Q2 2026.
  • Bogart Wealth LLC left its Kadant share count unchanged in Q2 2026.
  • Kadant made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1521 holding.
  • Bogart Wealth LLC first reported a position in Kadant in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Kadant position peaked at $3.45K in Q4 2024.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.