Corient Private Wealth
KAI icon

Corient Private Wealth’s Kadant KAI Stock Holding History

Corient Private Wealth’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 		$220K Sell
699
-51
-7% -$15.9K ﹤0.01% 2757
2026
Q1 		$219K Sell
750
-614
-45% -$197K ﹤0.01% 2504
2025
Q4 		$389K Sell
1,364
-1,121
-45% -$318K ﹤0.01% 2007
2025
Q3 		$739K Sell
2,485
-55
-2% -$17.9K ﹤0.01% 1580
2025
Q2 		$806K Sell
2,540
-1,895
-43% -$593K ﹤0.01% 1465
2025
Q1 		$1.49M Sell
4,435
-1,396
-24% -$507K ﹤0.01% 1093
2024
Q4 		$2.01M Sell
5,831
-1,004
-15% -$364K ﹤0.01% 994
2024
Q3 		$2.31M Sell
6,835
-558
-8% -$178K ﹤0.01% 1030
2024
Q2 		$2.17M Sell
7,393
-1,295
-15% -$369K ﹤0.01% 988
2024
Q1 		$2.85M Sell
8,688
-65
-0.7% -$19.6K 0.01% 872
2023
Q4 		$2.45M Buy
+8,753
New +$2.19M ﹤0.01% 913

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
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

Corient Private Wealth's KAI Position: Q2 2026 in Review

Corient Private Wealth reduced its Kadant (KAI) stake by 6.8% in Q2 2026, selling an estimated $15.9K and leaving 699 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

Corient Private Wealth first reported a position in KAI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.85M in Q1 2024. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Corient Private Wealth held 699 shares of Kadant worth $220K as of Q2 2026.
  • Corient Private Wealth sold 51 Kadant shares in Q2 2026, an estimated $15.9K.
  • Kadant made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2757 holding.
  • Corient Private Wealth first reported a position in Kadant in Q4 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's Kadant position peaked at $2.85M in Q1 2024.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.