Integrated Wealth Concepts’s Kadant KAI Stock Holding History

Integrated Wealth Concepts’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	$223K	Sell	710 -613	-46%	-$191K	﹤0.01%	2264
2026 Q1	$387K	Buy	+1,323	New	+$425K	﹤0.01%	1708
2025 Q4	–	Sell	-1,035	Closed	-$308K	–	1858
2025 Q3	$308K	Buy	+1,035	New	+$338K	﹤0.01%	1614
2025 Q2	–	Sell	-907	Closed	-$306K	–	1954
2025 Q1	$306K	Buy	907 +72	+9%	+$26.2K	﹤0.01%	1404
2024 Q4	$288K	Sell	835 -47	-5%	-$17K	﹤0.01%	1394
2024 Q3	$298K	Sell	882 -47	-5%	-$15K	﹤0.01%	1347
2024 Q2	$273K	Hold	929	–	–	﹤0.01%	1365
2024 Q1	$305K	Buy	929 +45	+5%	+$13.6K	﹤0.01%	1312
2023 Q4	$248K	Buy	+884	New	+$221K	﹤0.01%	1358
2021 Q2	–	Sell	-42,268	Closed	-$7.82M	–	820
2021 Q1	$7.82M	Sell	42,268 -1,000	-2%	-$160K	0.32%	70
2020 Q4	$6.1M	Sell	43,268 -1,732	-4%	-$220K	0.29%	74
2020 Q3	$4.93M	Buy	+45,000	New	+$5.1M	0.3%	70

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's KAI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Kadant (KAI) stake by 46% in Q2 2026, selling an estimated $191K and leaving 710 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Integrated Wealth Concepts first reported a position in KAI in Q3 2020 and has held it in 12 quarters since. The position peaked at $7.82M in Q1 2021. 325 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Integrated Wealth Concepts held 710 shares of Kadant worth $223K as of Q2 2026.
Integrated Wealth Concepts sold 613 Kadant shares in Q2 2026, an estimated $191K.
Kadant made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2264 holding.
Integrated Wealth Concepts first reported a position in Kadant in Q3 2020 and has held it in 12 quarters since.
Integrated Wealth Concepts's Kadant position peaked at $7.82M in Q1 2021.
325 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.