Curated Wealth Partners’s Kadant KAI Stock Holding History

Curated Wealth Partners’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	–	Sell	-2,565	Closed	-$750K	–	870
2026 Q1	$750K	Buy	2,565 +145	+6%	+$46.6K	0.09%	86
2025 Q4	$690K	Buy	2,420 +482	+25%	+$137K	0.07%	93
2025 Q3	$577K	Sell	1,938 -54	-3%	-$17.6K	0.07%	85
2025 Q2	$632K	Sell	1,992 -2	-0.1%	-$626	0.07%	81
2025 Q1	$672K	Buy	1,994 +20	+1%	+$7.26K	0.09%	74
2024 Q4	$681K	Buy	1,974 +1	+0.1%	+$363	0.08%	72
2024 Q3	$667K	Buy	1,973 +4	+0.2%	+$1.28K	0.09%	69
2024 Q2	$578K	Buy	+1,969	New	+$561K	0.08%	70
2024 Q1	–	Sell	-1,947	Closed	-$587K	–	212
2023 Q4	$546K	Buy	+1,947	New	+$487K	0.09%	86

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Curated Wealth Partners's KAI Position: Q2 2026 in Review

Curated Wealth Partners sold out of Kadant (KAI) in Q2 2026, closing a stake of 2,565 shares — an estimated $750K sold.

Curated Wealth Partners first reported a position in KAI in Q4 2023 and held it in 9 quarters. The position peaked at $750K in Q1 2026. 65 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Curated Wealth Partners reported no remaining Kadant position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 2,565 Kadant shares in Q2 2026, an estimated $750K.
Curated Wealth Partners first reported a position in Kadant in Q4 2023 and held it in 9 quarters.
Curated Wealth Partners's Kadant position peaked at $750K in Q1 2026.
65 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.