JFS Wealth Advisors’s Kadant KAI Stock Holding History

JFS Wealth Advisors’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	$3.46K	Buy	11 +2	+22%	+$623	﹤0.01%	1429
2026 Q1	$2.63K	Hold	9	–	–	﹤0.01%	1428
2025 Q4	$2.57K	Buy	9 +2	+29%	+$568	﹤0.01%	1469
2025 Q3	$2.08K	Hold	7	–	–	﹤0.01%	1428
2025 Q2	$2.22K	Hold	7	–	–	﹤0.01%	1371
2025 Q1	$2.36K	Hold	7	–	–	﹤0.01%	1409
2024 Q4	$2.42K	Hold	7	–	–	﹤0.01%	1397
2024 Q3	$2.37K	Hold	7	–	–	﹤0.01%	1411
2024 Q2	$2.06K	Hold	7	–	–	﹤0.01%	1419
2024 Q1	$2.3K	Hold	7	–	–	﹤0.01%	1392
2023 Q4	$1.96K	Buy	7 +1	+17%	+$250	﹤0.01%	1447
2023 Q3	$1.35K	Hold	6	–	–	﹤0.01%	1509
2023 Q2	$1.33K	Sell	6 -1	-14%	-$200	﹤0.01%	1513
2023 Q1	$1.46K	Buy	7 +2	+40%	+$406	﹤0.01%	1473
2022 Q4	$888	Buy	5 +1	+25%	+$178	﹤0.01%	1629
2022 Q3	$1K	Buy	4 +2	+100%	+$372	﹤0.01%	1573
2022 Q2	$0	Sell	2 -2	-50%	-$373	﹤0.01%	1840
2022 Q1	$1K	Buy	4 +3	+300%	+$614	﹤0.01%	1663
2021 Q4	$0	Buy	+1	New	+$223	﹤0.01%	1797

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

JFS Wealth Advisors's KAI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Kadant (KAI) stake by 22% in Q2 2026, buying an estimated $623 and bringing the position to 11 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

JFS Wealth Advisors first reported a position in KAI in Q4 2021 and has held it in 19 quarters since. 324 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

JFS Wealth Advisors held 11 shares of Kadant worth $3.46K as of Q2 2026.
JFS Wealth Advisors bought 2 Kadant shares in Q2 2026, an estimated $623.
Kadant made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1429 holding.
JFS Wealth Advisors first reported a position in Kadant in Q4 2021 and has held it in 19 quarters since.
324 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.