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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
2024
Q2 		– Sell
-1,877
Closed -$616K – 207
2024
Q1 		$616K Buy
+1,877
New +$566K 0.09% 72

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
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
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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. 68 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.
  • 68 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.