Kestra Advisory Services’s Kadant KAI Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-95	Closed	-$27.2K	–	3790
2025 Q4	$27.2K	Buy	+95	New	+$27K	﹤0.01%	4344

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Advisory Services's KAI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Kadant (KAI) in Q1 2026, closing a stake of 95 shares — an estimated $27.2K sold.

Kestra Advisory Services first reported a position in KAI in Q4 2025 and held it in 1 quarter. The position peaked at $27.2K in Q4 2025. 321 funds tracked by Wall St. Rank hold KAI as of Q1 2026.

Kestra Advisory Services reported no remaining Kadant position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 95 Kadant shares in Q1 2026, an estimated $27.2K.
Kestra Advisory Services first reported a position in Kadant in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Kadant position peaked at $27.2K in Q4 2025.
321 funds tracked by Wall St. Rank held Kadant as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.