GWM
KAI icon

Gilpin Wealth Management’s Kadant KAI Stock Holding History

Gilpin 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
Q3 		$262 Sell
1
-1
-50% -$301 ﹤0.01% 1039
2026
Q2 		$629 Hold
2
– – ﹤0.01% 603
2026
Q1 		$585 Buy
2
+1
+100% +$321 ﹤0.01% 570
2025
Q4 		$286 Buy
+1
New +$284 ﹤0.01% 561

Other funds holding KAI

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's KAI Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Kadant (KAI) stake by 50% in Q3 2026, selling an estimated $301 and leaving 1 share worth $262. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Gilpin Wealth Management first reported a position in KAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $629 in Q2 2026. 11 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Gilpin Wealth Management held 1 share of Kadant worth $262 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Kadant share in Q3 2026, an estimated $301.
  • Kadant made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1039 holding.
  • Gilpin Wealth Management first reported a position in Kadant in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Kadant position peaked at $629 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.