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Diversified Trust’s Kadant KAI Stock Holding History

Diversified Trust’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 		$1.1M Sell
3,509
-210
-6% -$65.4K 0.02% 471
2026
Q1 		$1.09M Sell
3,719
-368
-9% -$118K 0.02% 433
2025
Q4 		$1.16M Buy
4,087
+1,150
+39% +$327K 0.02% 391
2025
Q3 		$874K Hold
2,937
– – 0.02% 453
2025
Q2 		$932K Buy
2,937
+1,130
+63% +$354K 0.02% 403
2025
Q1 		$609K Buy
1,807
+1,196
+196% +$434K 0.02% 510
2024
Q4 		$211K Sell
611
-725
-54% -$263K 0.01% 836
2024
Q3 		$452K Buy
1,336
+530
+66% +$169K 0.01% 621
2024
Q2 		$237K Buy
+806
New +$230K 0.01% 741

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

Diversified Trust's KAI Position: Q2 2026 in Review

Diversified Trust reduced its Kadant (KAI) stake by 5.6% in Q2 2026, selling an estimated $65.4K and leaving 3,509 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #471.

Diversified Trust first reported a position in KAI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2025. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Diversified Trust held 3,509 shares of Kadant worth $1.1M as of Q2 2026.
  • Diversified Trust sold 210 Kadant shares in Q2 2026, an estimated $65.4K.
  • Kadant made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #471 holding.
  • Diversified Trust first reported a position in Kadant in Q2 2024 and has held it in 9 quarters since.
  • Diversified Trust's Kadant position peaked at $1.16M in Q4 2025.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.