Integrated Wealth Concepts
KAI icon

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 		$219K Sell
698
-625
-47% -$195K ﹤0.01% 2179
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
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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 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

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

Integrated Wealth Concepts reduced its Kadant (KAI) stake by 47% in Q2 2026, selling an estimated $195K and leaving 698 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

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. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Integrated Wealth Concepts held 698 shares of Kadant worth $219K as of Q2 2026.
  • Integrated Wealth Concepts sold 625 Kadant shares in Q2 2026, an estimated $195K.
  • Kadant made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2179 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.
  • 327 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.