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Callan Family Office’s Kadant KAI Stock Holding History

Callan Family Office’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 		$4.4M Sell
13,989
-583
-4% -$182K 0.09% 223
2026
Q1 		$4.26M Buy
14,572
+1,319
+10% +$424K 0.1% 216
2025
Q4 		$3.78M Sell
13,253
-1,113
-8% -$316K 0.08% 231
2025
Q3 		$4.28M Sell
14,366
-689
-5% -$225K 0.14% 161
2025
Q2 		$4.78M Buy
15,055
+13,795
+1,095% +$4.32M 0.15% 157
2025
Q1 		$425K Sell
1,260
-880
-41% -$320K 0.03% 361
2024
Q4 		$738K Buy
2,140
+1,533
+253% +$556K 0.05% 297
2024
Q3 		$205K Buy
+607
New +$194K 0.03% 187

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

Callan Family Office's KAI Position: Q2 2026 in Review

Callan Family Office reduced its Kadant (KAI) stake by 4% in Q2 2026, selling an estimated $182K and leaving 13,989 shares worth $4.4M. The position accounts for 0.09% of the portfolio, ranked #223.

Callan Family Office first reported a position in KAI in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.78M in Q2 2025. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Callan Family Office held 13,989 shares of Kadant worth $4.4M as of Q2 2026.
  • Callan Family Office sold 583 Kadant shares in Q2 2026, an estimated $182K.
  • Kadant made up 0.09% of Callan Family Office's portfolio in Q2 2026, its #223 holding.
  • Callan Family Office first reported a position in Kadant in Q3 2024 and has held it in 8 quarters since.
  • Callan Family Office's Kadant position peaked at $4.78M in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.