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Concurrent Investment Advisors’s Kadant KAI Stock Holding History

Concurrent Investment 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 		$570K Sell
1,814
-125
-6% -$38.9K ﹤0.01% 1326
2026
Q1 		$567K Buy
1,939
+239
+14% +$76.8K 0.01% 1148
2025
Q4 		$485K Buy
+1,700
New +$483K 0.01% 1158

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

Concurrent Investment Advisors's KAI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Kadant (KAI) stake by 6.4% in Q2 2026, selling an estimated $38.9K and leaving 1,814 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Concurrent Investment Advisors first reported a position in KAI in Q4 2025 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Concurrent Investment Advisors held 1,814 shares of Kadant worth $570K as of Q2 2026.
  • Concurrent Investment Advisors sold 125 Kadant shares in Q2 2026, an estimated $38.9K.
  • Kadant made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1326 holding.
  • Concurrent Investment Advisors first reported a position in Kadant in Q4 2025 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.