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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 		$668K Sell
2,126
-439
-17% -$137K 0.08% 88
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

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

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

Curated Wealth Partners reduced its Kadant (KAI) stake by 17% in Q2 2026, selling an estimated $137K and leaving 2,126 shares worth $668K. The position accounts for 0.08% of the portfolio, ranked #88.

Curated Wealth Partners first reported a position in KAI in Q4 2023 and has held it in 10 quarters since. The position peaked at $750K in Q1 2026. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Curated Wealth Partners held 2,126 shares of Kadant worth $668K as of Q2 2026.
  • Curated Wealth Partners sold 439 Kadant shares in Q2 2026, an estimated $137K.
  • Kadant made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • Curated Wealth Partners first reported a position in Kadant in Q4 2023 and has held it in 10 quarters since.
  • Curated Wealth Partners's Kadant position peaked at $750K in Q1 2026.
  • 326 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.