Cerity Partners
KAI icon

Cerity Partners’s Kadant KAI Stock Holding History

Cerity Partners’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 		$896K Sell
2,850
-121
-4% -$37.7K ﹤0.01% 2066
2026
Q1 		$869K Sell
2,971
-647
-18% -$208K ﹤0.01% 1935
2025
Q4 		$1.03M Sell
3,618
-868
-19% -$247K ﹤0.01% 1701
2025
Q3 		$1.33M Buy
4,486
+682
+18% +$222K ﹤0.01% 1470
2025
Q2 		$1.21M Buy
3,804
+2,768
+267% +$866K ﹤0.01% 1434
2025
Q1 		$349K Sell
1,036
-434
-30% -$158K ﹤0.01% 1946
2024
Q4 		$497K Sell
1,470
-121
-8% -$43.9K ﹤0.01% 1764
2024
Q3 		$538K Buy
+1,591
New +$508K ﹤0.01% 1741
2024
Q2 		– Sell
-1,652
Closed -$542K – 2315
2024
Q1 		$542K Buy
+1,652
New +$498K ﹤0.01% 1561

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

Cerity Partners's KAI Position: Q2 2026 in Review

Cerity Partners reduced its Kadant (KAI) stake by 4.1% in Q2 2026, selling an estimated $37.7K and leaving 2,850 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Cerity Partners first reported a position in KAI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q3 2025. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Cerity Partners held 2,850 shares of Kadant worth $896K as of Q2 2026.
  • Cerity Partners sold 121 Kadant shares in Q2 2026, an estimated $37.7K.
  • Kadant made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2066 holding.
  • Cerity Partners first reported a position in Kadant in Q1 2024 and has held it in 9 quarters since.
  • Cerity Partners's Kadant position peaked at $1.33M in Q3 2025.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.