LPL Financial
KAI icon

LPL Financial’s Kadant KAI Stock Holding History

LPL Financial’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 		$1.33M Buy
4,246
+16
+0.4% +$4.99K ﹤0.01% 4154
2026
Q1 		$1.24M Buy
4,230
+2,169
+105% +$697K ﹤0.01% 3983
2025
Q4 		$587K Sell
2,061
-21
-1% -$5.97K ﹤0.01% 4575
2025
Q3 		$620K Buy
2,082
+406
+24% +$132K ﹤0.01% 4447
2025
Q2 		$532K Buy
1,676
+47
+3% +$14.7K ﹤0.01% 4334
2025
Q1 		$549K Buy
1,629
+72
+5% +$26.2K ﹤0.01% 4089
2024
Q4 		$537K Buy
1,557
+241
+18% +$87.4K ﹤0.01% 4035
2024
Q3 		$445K Sell
1,316
-22
-2% -$7.03K ﹤0.01% 4100
2024
Q2 		$393K Buy
1,338
+476
+55% +$136K ﹤0.01% 4061
2024
Q1 		$283K Sell
862
-55
-6% -$16.6K ﹤0.01% 4248
2023
Q4 		$257K Buy
+917
New +$229K ﹤0.01% 4209
2020
Q1 		– Sell
-3,419
Closed -$360K – 3334
2019
Q4 		$360K Hold
3,419
– – ﹤0.01% 2637
2019
Q3 		$300K Buy
3,419
+60
+2% +$5.14K ﹤0.01% 2680
2019
Q2 		$305K Sell
3,359
-160
-5% -$14.4K ﹤0.01% 2684
2019
Q1 		$310K Sell
3,519
-242
-6% -$20.8K ﹤0.01% 2600
2018
Q4 		$306K Buy
+3,761
New +$352K ﹤0.01% 2444
2015
Q3 		– Sell
-6,561
Closed -$305K – 2847
2015
Q2 		$305K Buy
+6,561
New +$327K ﹤0.01% 2292
2014
Q3 		– Sell
-8,162
Closed -$314K – 2742
2014
Q2 		$314K Buy
+8,162
New +$302K ﹤0.01% 2168

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 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

LPL Financial's KAI Position: Q2 2026 in Review

LPL Financial increased its Kadant (KAI) stake by 0.38% in Q2 2026, buying an estimated $4.99K and bringing the position to 4,246 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #4154.

LPL Financial first reported a position in KAI in Q2 2014 and has held it in 18 quarters since. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • LPL Financial held 4,246 shares of Kadant worth $1.33M as of Q2 2026.
  • LPL Financial bought 16 Kadant shares in Q2 2026, an estimated $4.99K.
  • Kadant made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4154 holding.
  • LPL Financial first reported a position in Kadant in Q2 2014 and has held it in 18 quarters since.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.