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 Q3	$397K	Sell	1,518 -608	-29%	-$183K	0.03%	335
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return

Clean Yield Group Norwich, Vermont $412M AUM 20.54% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Curated Wealth Partners's KAI Position: Q3 2026 in Review

Curated Wealth Partners reduced its Kadant (KAI) stake by 29% in Q3 2026, selling an estimated $183K and leaving 1,518 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #335.

Curated Wealth Partners first reported a position in KAI in Q4 2023 and has held it in 11 quarters since. The position peaked at $750K in Q1 2026. 88 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

Curated Wealth Partners held 1,518 shares of Kadant worth $397K as of Q3 2026.
Curated Wealth Partners sold 608 Kadant shares in Q3 2026, an estimated $183K.
Kadant made up 0.03% of Curated Wealth Partners's portfolio in Q3 2026, its #335 holding.
Curated Wealth Partners first reported a position in Kadant in Q4 2023 and has held it in 11 quarters since.
Curated Wealth Partners's Kadant position peaked at $750K in Q1 2026.
88 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.