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Global Retirement Partners’s Kadant KAI Stock Holding History

Global Retirement 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
Q2 		$9.74K Buy
+31
New +$9.66K ﹤0.01% 3414
2025
Q4 		$855 Hold
3
– – ﹤0.01% 3911
2025
Q3 		$893 Hold
3
– – ﹤0.01% 3544
2025
Q2 		$952 Buy
+3
New +$939 ﹤0.01% 3456
2024
Q4 		$1.03K Hold
3
– – ﹤0.01% 3268
2024
Q3 		$1.01K Hold
3
– – ﹤0.01% 3136
2024
Q2 		$881 Buy
3
+1
+50% +$285 ﹤0.01% 3199
2024
Q1 		$656 Hold
2
– – ﹤0.01% 3069
2023
Q4 		$522 Buy
+2
New +$500 ﹤0.01% 3069

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Global Retirement Partners's KAI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Kadant (KAI) in Q2 2026: 31 shares worth $9.74K. The stake represents ﹤0.01% of the portfolio and ranks #3414 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KAI as recently as Q4 2025.

Global Retirement Partners first reported a position in KAI in Q4 2023 and has held it in 9 quarters since. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Global Retirement Partners held 31 shares of Kadant worth $9.74K as of Q2 2026.
  • Kadant was a new Global Retirement Partners position in Q2 2026.
  • Kadant made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3414 holding.
  • Global Retirement Partners first reported a position in Kadant in Q4 2023 and has held it in 9 quarters since.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.