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Dogwood Wealth Management’s Kadant KAI Stock Holding History

Dogwood Wealth Management’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 		$3.14K Buy
10
+5
+100% +$1.56K ﹤0.01% 590
2026
Q1 		$1.46K Hold
5
– – ﹤0.01% 705
2025
Q4 		$1.43K Sell
5
-4
-44% -$1.14K ﹤0.01% 606
2025
Q3 		$2.68K Sell
9
-5
-36% -$1.63K ﹤0.01% 489
2025
Q2 		$4.58K Buy
+14
New +$4.38K ﹤0.01% 456

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's KAI Position: Q2 2026 in Review

Dogwood Wealth Management increased its Kadant (KAI) stake by 100% in Q2 2026, buying an estimated $1.56K and bringing the position to 10 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Dogwood Wealth Management first reported a position in KAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.58K in Q2 2025. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Dogwood Wealth Management held 10 shares of Kadant worth $3.14K as of Q2 2026.
  • Dogwood Wealth Management bought 5 Kadant shares in Q2 2026, an estimated $1.56K.
  • Kadant made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #590 holding.
  • Dogwood Wealth Management first reported a position in Kadant in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Kadant position peaked at $4.58K in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.