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Essential Partners’s Kadant KAI Stock Holding History

Essential 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 		$262 Hold
1
– – ﹤0.01% 2539
2026
Q2 		$314 Sell
1
-2
-67% -$623 ﹤0.01% 2558
2026
Q1 		$877 Buy
3
+2
+200% +$643 ﹤0.01% 2281
2025
Q4 		$285 Buy
+1
New +$284 ﹤0.01% 2352

Other funds holding KAI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's KAI Position: Q3 2026 in Review

Essential Partners held its Kadant (KAI) position steady in Q3 2026 at 1 share worth $262. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Essential Partners first reported a position in KAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $877 in Q1 2026. 26 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Essential Partners held 1 share of Kadant worth $262 as of Q3 2026.
  • Essential Partners left its Kadant share count unchanged in Q3 2026.
  • Kadant made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2539 holding.
  • Essential Partners first reported a position in Kadant in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Kadant position peaked at $877 in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.