EverSource Wealth Advisors’s Kadant KAI Stock Holding History

EverSource Wealth Advisors’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	$8.48K	Hold	27	–	–	﹤0.01%	2997
2026 Q1	$7.89K	Buy	27 +9	+50%	+$2.89K	﹤0.01%	3042
2025 Q4	$5.13K	Buy	18 +5	+38%	+$1.42K	﹤0.01%	3108
2025 Q3	$3.87K	Buy	13 +4	+44%	+$1.3K	﹤0.01%	3263
2025 Q2	$2.86K	Buy	9 +3	+50%	+$939	﹤0.01%	3370
2025 Q1	$2.02K	Buy	6 +1	+20%	+$363	﹤0.01%	2925
2024 Q4	$1.73K	Buy	5 +2	+67%	+$725	﹤0.01%	2770
2024 Q3	$1.01K	Hold	3	–	–	﹤0.01%	2728
2024 Q2	$1.05K	Buy	+3	New	+$855	﹤0.01%	2733

Other funds holding KAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's KAI Position: Q2 2026 in Review

EverSource Wealth Advisors held its Kadant (KAI) position steady in Q2 2026 at 27 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

EverSource Wealth Advisors first reported a position in KAI in Q2 2024 and has held it in 9 quarters since. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

EverSource Wealth Advisors held 27 shares of Kadant worth $8.48K as of Q2 2026.
EverSource Wealth Advisors left its Kadant share count unchanged in Q2 2026.
Kadant made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2997 holding.
EverSource Wealth Advisors first reported a position in Kadant in Q2 2024 and has held it in 9 quarters since.
327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.