CAPTRUST Financial Advisors
KAI icon

CAPTRUST Financial Advisors’s Kadant KAI Stock Holding History

CAPTRUST Financial 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
Q3 		$986K Sell
3,771
-73
-2% -$22K ﹤0.01% 1785
2026
Q2 		$1.21M Buy
3,844
+402
+12% +$125K ﹤0.01% 1639
2026
Q1 		$1.01M Buy
3,442
+118
+4% +$37.9K ﹤0.01% 1613
2025
Q4 		$947K Buy
3,324
+2,538
+323% +$721K ﹤0.01% 1540
2025
Q3 		$234K Buy
786
+19
+2% +$6.2K ﹤0.01% 2329
2025
Q2 		$243K Sell
767
-54
-7% -$16.9K ﹤0.01% 2174
2025
Q1 		$277K Sell
821
-17
-2% -$6.18K ﹤0.01% 1985
2024
Q4 		$289K Sell
838
-1,066
-56% -$387K ﹤0.01% 1939
2024
Q3 		$644K Buy
+1,904
New +$608K ﹤0.01% 1443
2024
Q1 		– Sell
-1,467
Closed -$411K – 2413
2023
Q4 		$411K Buy
+1,467
New +$367K ﹤0.01% 1892
2023
Q3 		– Sell
-4,832
Closed -$1.07M – 2670
2023
Q2 		$1.07M Buy
+4,832
New +$968K ﹤0.01% 1158
2022
Q3 		– Sell
-315
Closed -$57K – 3094
2022
Q2 		$57K Hold
315
– – ﹤0.01% 2645
2022
Q1 		$61K Hold
315
– – ﹤0.01% 2649
2021
Q4 		$73K Sell
315
-187
-37% -$41.7K ﹤0.01% 2382
2021
Q3 		$102K Buy
502
+15
+3% +$2.96K ﹤0.01% 2059
2021
Q2 		$86K Sell
487
-15
-3% -$2.64K ﹤0.01% 2132
2021
Q1 		$93K Buy
502
+386
+333% +$61.9K ﹤0.01% 2011
2020
Q4 		$16K Hold
116
– – ﹤0.01% 2358
2020
Q3 		$13K Hold
116
– – ﹤0.01% 2176
2020
Q2 		$11K Buy
+116
New +$10.3K ﹤0.01% 2148

Other funds holding KAI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

CAPTRUST Financial Advisors's KAI Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its Kadant (KAI) stake by 1.9% in Q3 2026, selling an estimated $22K and leaving 3,771 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

CAPTRUST Financial Advisors first reported a position in KAI in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.21M in Q2 2026. 201 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • CAPTRUST Financial Advisors held 3,771 shares of Kadant worth $986K as of Q3 2026.
  • CAPTRUST Financial Advisors sold 73 Kadant shares in Q3 2026, an estimated $22K.
  • Kadant made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1785 holding.
  • CAPTRUST Financial Advisors first reported a position in Kadant in Q2 2020 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's Kadant position peaked at $1.21M in Q2 2026.
  • 201 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.