CAPTRUST Financial Advisors
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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
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% -$6.17K ﹤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

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 $3.37T AUM 44.26% 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

CAPTRUST Financial Advisors's KAI Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Kadant (KAI) stake by 12% in Q2 2026, buying an estimated $125K and bringing the position to 3,844 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

CAPTRUST Financial Advisors first reported a position in KAI in Q2 2020 and has held it in 19 quarters since. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • CAPTRUST Financial Advisors held 3,844 shares of Kadant worth $1.21M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 402 Kadant shares in Q2 2026, an estimated $125K.
  • Kadant made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1639 holding.
  • CAPTRUST Financial Advisors first reported a position in Kadant in Q2 2020 and has held it in 19 quarters since.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.