Cetera Investment Advisers
KAI icon

Cetera Investment Advisers’s Kadant KAI Stock Holding History

Cetera Investment Advisers’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 		$1.11M Sell
3,536
-486
-12% -$151K ﹤0.01% 2958
2026
Q1 		$1.18M Buy
4,022
+2,991
+290% +$961K ﹤0.01% 2770
2025
Q4 		$294K Sell
1,031
-66
-6% -$18.8K ﹤0.01% 3919
2025
Q3 		$326K Buy
1,097
+323
+42% +$105K ﹤0.01% 3755
2025
Q2 		$246K Buy
774
+14
+2% +$4.38K ﹤0.01% 3571
2025
Q1 		$256K Buy
760
+40
+6% +$14.5K ﹤0.01% 3402
2024
Q4 		$248K Buy
720
+80
+13% +$29K ﹤0.01% 3258
2024
Q3 		$216K Buy
+640
New +$204K ﹤0.01% 3327

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

Cetera Investment Advisers's KAI Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Kadant (KAI) stake by 12% in Q2 2026, selling an estimated $151K and leaving 3,536 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

Cetera Investment Advisers first reported a position in KAI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2026. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Cetera Investment Advisers held 3,536 shares of Kadant worth $1.11M as of Q2 2026.
  • Cetera Investment Advisers sold 486 Kadant shares in Q2 2026, an estimated $151K.
  • Kadant made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2958 holding.
  • Cetera Investment Advisers first reported a position in Kadant in Q3 2024 and has held it in 8 quarters since.
  • Cetera Investment Advisers's Kadant position peaked at $1.18M in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.