Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kadant KAI Stock Holding History

Carson Wealth (CWM 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
Q1 		$55.5K Buy
190
+103
+118% +$33.1K ﹤0.01% 3739
2025
Q4 		$25K Buy
87
+44
+102% +$12.5K ﹤0.01% 4044
2025
Q3 		$13K Sell
43
-9
-17% -$2.94K ﹤0.01% 4355
2025
Q2 		$17K Sell
52
-27
-34% -$8.45K ﹤0.01% 4004
2025
Q1 		$27K Buy
79
+23
+41% +$8.36K ﹤0.01% 3464
2024
Q4 		$19K Buy
56
+13
+30% +$4.71K ﹤0.01% 3475
2024
Q3 		$15K Buy
43
+10
+30% +$3.19K ﹤0.01% 3546
2024
Q2 		$10K Buy
33
+5
+18% +$1.43K ﹤0.01% 3547
2024
Q1 		$9K Buy
28
+6
+27% +$1.81K ﹤0.01% 3403
2023
Q4 		$6K Hold
22
– – ﹤0.01% 3439
2023
Q3 		$5K Sell
22
-25
-53% -$5.41K ﹤0.01% 3469
2023
Q2 		$10K Sell
47
-338
-88% -$67.7K ﹤0.01% 3084
2023
Q1 		$80K Sell
385
-54
-12% -$11K ﹤0.01% 1606
2022
Q4 		$78K Buy
439
+82
+23% +$14.6K ﹤0.01% 1496
2022
Q3 		$60K Hold
357
– – ﹤0.01% 1584
2022
Q2 		$65K Hold
357
– – ﹤0.01% 1504
2022
Q1 		$69K Sell
357
-21
-6% -$4.29K ﹤0.01% 1468
2021
Q4 		$87K Buy
+378
New +$84.2K ﹤0.01% 1343
2021
Q2 		$79K Hold
448
– – ﹤0.01% 1218
2021
Q1 		$79K Hold
448
– – ﹤0.01% 1218
2020
Q4 		$79K Hold
448
– – ﹤0.01% 1218
2020
Q3 		$79K Hold
448
– – ﹤0.01% 1218
2020
Q2 		$79K Hold
448
– – ﹤0.01% 1218
2020
Q1 		$79K Hold
448
– – ﹤0.01% 1218
2019
Q4 		$79K Hold
448
– – ﹤0.01% 1218
2019
Q3 		$79K Hold
448
– – ﹤0.01% 1218
2019
Q2 		$79K Hold
448
– – ﹤0.01% 1218
2019
Q1 		$79K Buy
448
+32
+8% +$2.75K ﹤0.01% 1218
2018
Q4 		$34K Buy
+416
New +$38.9K ﹤0.01% 979

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KAI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kadant (KAI) stake by 118% in Q1 2026, buying an estimated $33.1K and bringing the position to 190 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3739.

Carson Wealth (CWM LLC) first reported a position in KAI in Q4 2018 and has held it in 29 quarters since. The position peaked at $87K in Q4 2021. 321 funds tracked by Wall St. Rank hold KAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 190 shares of Kadant worth $55.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 103 Kadant shares in Q1 2026, an estimated $33.1K.
  • Kadant made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3739 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kadant in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Kadant position peaked at $87K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held Kadant as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.