Cedar Mountain Advisors
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Cedar Mountain Advisors’s Kadant KAI Stock Holding History

Cedar Mountain 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 		$523 Sell
2
-1
-33% -$301 ﹤0.01% 1013
2026
Q2 		$943 Hold
3
– – ﹤0.01% 955
2026
Q1 		$877 Hold
3
– – ﹤0.01% 931
2025
Q4 		$855 Buy
+3
New +$852 ﹤0.01% 543

Other funds holding KAI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cedar Mountain Advisors's KAI Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Kadant (KAI) stake by 33% in Q3 2026, selling an estimated $301 and leaving 2 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Cedar Mountain Advisors first reported a position in KAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $943 in Q2 2026. 36 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Cedar Mountain Advisors held 2 shares of Kadant worth $523 as of Q3 2026.
  • Cedar Mountain Advisors sold 1 Kadant share in Q3 2026, an estimated $301.
  • Kadant made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1013 holding.
  • Cedar Mountain Advisors first reported a position in Kadant in Q4 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Kadant position peaked at $943 in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.