Creative Planning
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Creative Planning’s Kadant KAI Stock Holding History

Creative Planning’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 		$2.88M Buy
9,176
+661
+8% +$206K ﹤0.01% 1810
2026
Q1 		$2.49M Buy
8,515
+3,252
+62% +$1.04M ﹤0.01% 1726
2025
Q4 		$1.5M Buy
5,263
+1,170
+29% +$332K ﹤0.01% 1956
2025
Q3 		$1.22M Buy
4,093
+282
+7% +$92K ﹤0.01% 1935
2025
Q2 		$1.21M Sell
3,811
-2,562
-40% -$802K ﹤0.01% 1705
2025
Q1 		$2.15M Buy
6,373
+1,154
+22% +$419K ﹤0.01% 1129
2024
Q4 		$1.8M Buy
5,219
+708
+16% +$257K ﹤0.01% 1199
2024
Q3 		$1.52M Buy
4,511
+660
+17% +$211K ﹤0.01% 1228
2024
Q2 		$1.13M Buy
3,851
+23
+0.6% +$6.55K ﹤0.01% 1320
2024
Q1 		$1.26M Buy
3,828
+1,482
+63% +$447K ﹤0.01% 1191
2023
Q4 		$658K Buy
2,346
+1,201
+105% +$300K ﹤0.01% 1510
2023
Q3 		$258K Buy
+1,145
New +$248K ﹤0.01% 2052
2021
Q2 		– Sell
-1,088
Closed -$201K – 2338
2021
Q1 		$201K Buy
+1,088
New +$174K ﹤0.01% 2095
2017
Q3 		– Sell
-29
Closed -$2K – 2835
2017
Q2 		$2K Sell
29
-171
-86% -$11.9K ﹤0.01% 4312
2017
Q1 		$12K Buy
200
+190
+1,900% +$11.5K ﹤0.01% 3475
2016
Q4 		$1K Sell
10
-82
-89% -$4.72K ﹤0.01% 4445
2016
Q3 		$5K Hold
92
– – ﹤0.01% 3877
2016
Q2 		$5K Buy
+92
New +$4.45K ﹤0.01% 3650
2015
Q4 		– Sell
-300
Closed -$12K – 4498
2015
Q3 		$12K Buy
+300
New +$13.2K ﹤0.01% 3079
2015
Q1 		– Sell
-61
Closed -$3K – 4314
2014
Q4 		$3K Buy
+61
New +$2.47K ﹤0.01% 3709
2014
Q2 		– Sell
-30
Closed -$1K – 3870
2014
Q1 		$1K Buy
30
+25
+500% +$947 ﹤0.01% 3502
2013
Q4 		$0 Buy
+5
New +$188 ﹤0.01% 3388

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

Creative Planning's KAI Position: Q2 2026 in Review

Creative Planning increased its Kadant (KAI) stake by 7.8% in Q2 2026, buying an estimated $206K and bringing the position to 9,176 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Creative Planning first reported a position in KAI in Q4 2013 and has held it in 22 quarters since. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Creative Planning held 9,176 shares of Kadant worth $2.88M as of Q2 2026.
  • Creative Planning bought 661 Kadant shares in Q2 2026, an estimated $206K.
  • Kadant made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1810 holding.
  • Creative Planning first reported a position in Kadant in Q4 2013 and has held it in 22 quarters since.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.