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 Q3	$785	Sell	3 -28	-90%	-$8.44K	﹤0.01%	4550
2026 Q2	$9.7K	Buy	+31	New	+$9.7K	﹤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	$1.04K	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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Global Retirement Partners's KAI Position: Q3 2026 in Review

Global Retirement Partners reduced its Kadant (KAI) stake by 90% in Q3 2026, selling an estimated $8.44K and leaving 3 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #4550.

Global Retirement Partners first reported a position in KAI in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.7K in Q2 2026. 204 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

Global Retirement Partners held 3 shares of Kadant worth $785 as of Q3 2026.
Global Retirement Partners sold 28 Kadant shares in Q3 2026, an estimated $8.44K.
Kadant made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #4550 holding.
Global Retirement Partners first reported a position in Kadant in Q4 2023 and has held it in 10 quarters since.
Global Retirement Partners's Kadant position peaked at $9.7K in Q2 2026.
204 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.