Cornerstone Planning Group
KAI icon

Cornerstone Planning Group’s Kadant KAI Stock Holding History

Cornerstone Planning Group’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 		– Sell
-13
Closed -$3.99K – 976
2026
Q2 		$3.99K Hold
13
– – ﹤0.01% 1144
2026
Q1 		$3.76K Buy
+13
New +$4.18K ﹤0.01% 1160

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
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 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
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cornerstone Planning Group's KAI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Kadant (KAI) in Q3 2026, closing a stake of 13 shares — an estimated $3.99K sold.

Cornerstone Planning Group first reported a position in KAI in Q1 2026 and held it in 2 quarters. The position peaked at $3.99K in Q2 2026. 55 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Kadant position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 13 Kadant shares in Q3 2026, an estimated $3.99K.
  • Cornerstone Planning Group first reported a position in Kadant in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Kadant position peaked at $3.99K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.