Envestnet Asset Management
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Envestnet Asset Management’s Kadant KAI Stock Holding History

Envestnet Asset 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 		$15.7M Sell
50,083
-7,694
-13% -$2.4M ﹤0.01% 1629
2026
Q1 		$16.9M Buy
57,777
+28,971
+101% +$9.31M ﹤0.01% 1466
2025
Q4 		$8.21M Sell
28,806
-5,141
-15% -$1.46M ﹤0.01% 1828
2025
Q3 		$10.1M Sell
33,947
-1,552
-4% -$506K ﹤0.01% 1755
2025
Q2 		$11.3M Sell
35,499
-739
-2% -$231K ﹤0.01% 1658
2025
Q1 		$12.2M Sell
36,238
-1,732
-5% -$629K ﹤0.01% 1535
2024
Q4 		$13.1M Buy
37,970
+2,767
+8% +$1M ﹤0.01% 1465
2024
Q3 		$11.9M Buy
35,203
+20,869
+146% +$6.66M ﹤0.01% 1511
2024
Q2 		$4.21M Sell
14,334
-573
-4% -$163K ﹤0.01% 2142
2024
Q1 		$4.89M Buy
14,907
+918
+7% +$277K ﹤0.01% 1991
2023
Q4 		$3.92M Buy
13,989
+4,052
+41% +$1.01M ﹤0.01% 2052
2023
Q3 		$2.24M Buy
9,937
+1,923
+24% +$416K ﹤0.01% 2311
2023
Q2 		$1.78M Buy
8,014
+150
+2% +$30K ﹤0.01% 2350
2023
Q1 		$1.64M Sell
7,864
-633
-7% -$128K ﹤0.01% 2325
2022
Q4 		$1.51M Buy
8,497
+1,811
+27% +$322K ﹤0.01% 2349
2022
Q3 		$1.11M Sell
6,686
-449
-6% -$83.6K ﹤0.01% 2485
2022
Q2 		$1.3M Buy
7,135
+1,109
+18% +$207K ﹤0.01% 2392
2022
Q1 		$1.17M Sell
6,026
-290
-5% -$59.3K ﹤0.01% 2558
2021
Q4 		$1.46M Buy
6,316
+855
+16% +$191K ﹤0.01% 2369
2021
Q3 		$1.11M Buy
5,461
+715
+15% +$141K ﹤0.01% 2473
2021
Q2 		$836K Buy
4,746
+1,365
+40% +$240K ﹤0.01% 2657
2021
Q1 		$626K Buy
3,381
+191
+6% +$30.6K ﹤0.01% 2709
2020
Q4 		$450K Sell
3,190
-101
-3% -$12.9K ﹤0.01% 2710
2020
Q3 		$361K Buy
3,291
+1,273
+63% +$144K ﹤0.01% 2651
2020
Q2 		$201K Buy
+2,018
New +$180K ﹤0.01% 2870

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management's KAI Position: Q2 2026 in Review

Envestnet Asset Management reduced its Kadant (KAI) stake by 13% in Q2 2026, selling an estimated $2.4M and leaving 50,083 shares worth $15.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Envestnet Asset Management first reported a position in KAI in Q2 2020 and has held it in 25 quarters since. The position peaked at $16.9M in Q1 2026. 113 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Envestnet Asset Management held 50,083 shares of Kadant worth $15.7M as of Q2 2026.
  • Envestnet Asset Management sold 7,694 Kadant shares in Q2 2026, an estimated $2.4M.
  • Kadant made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1629 holding.
  • Envestnet Asset Management first reported a position in Kadant in Q2 2020 and has held it in 25 quarters since.
  • Envestnet Asset Management's Kadant position peaked at $16.9M in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.