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Exencial Wealth Advisors’s Kadant KAI Stock Holding History

Exencial 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
Q1 		$453K Sell
1,549
-587
-27% -$189K 0.01% 418
2025
Q4 		$609K Buy
2,136
+18
+0.8% +$5.11K 0.02% 356
2025
Q3 		$630K Buy
+2,118
New +$691K 0.02% 342

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Exencial Wealth Advisors's KAI Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Kadant (KAI) stake by 27% in Q1 2026, selling an estimated $189K and leaving 1,549 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #418.

Exencial Wealth Advisors first reported a position in KAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $630K in Q3 2025. 321 funds tracked by Wall St. Rank hold KAI as of Q1 2026.

  • Exencial Wealth Advisors held 1,549 shares of Kadant worth $453K as of Q1 2026.
  • Exencial Wealth Advisors sold 587 Kadant shares in Q1 2026, an estimated $189K.
  • Kadant made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #418 holding.
  • Exencial Wealth Advisors first reported a position in Kadant in Q3 2025 and has held it in 3 quarters since.
  • Exencial Wealth Advisors's Kadant position peaked at $630K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Kadant as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.