MassMutual Private Wealth & Trust’s Kadant KAI Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$2.35K	Buy	9 +2	+29%	+$603	﹤0.01%	1895
2026 Q2	$2.2K	Hold	7	–	–	﹤0.01%	1979
2026 Q1	$2.05K	Buy	7 +1	+17%	+$321	﹤0.01%	1973
2025 Q4	$1.71K	Hold	6	–	–	﹤0.01%	2039
2025 Q3	$1.78K	Hold	6	–	–	﹤0.01%	2016
2025 Q2	$1.9K	Sell	6 -6	-50%	-$1.88K	﹤0.01%	1961
2025 Q1	$4.04K	Buy	12 +6	+100%	+$2.18K	﹤0.01%	1683
2024 Q4	$2.07K	Buy	6 +1	+20%	+$363	﹤0.01%	1829
2024 Q3	$1.69K	Hold	5	–	–	﹤0.01%	1698
2024 Q2	$1.47K	Sell	5 -1	-17%	-$285	﹤0.01%	1728
2024 Q1	$1.97K	Buy	6 +1	+20%	+$302	﹤0.01%	1549
2023 Q4	$1.4K	Hold	5	–	–	﹤0.01%	1614
2023 Q3	$1.13K	Hold	5	–	–	﹤0.01%	1659
2023 Q2	$1.11K	Buy	+5	New	+$1K	﹤0.01%	1630
2015 Q4	–	Sell	-2,841	Closed	-$111K	–	893
2015 Q3	$111K	Buy	2,841 +53	+2%	+$2.33K	0.02%	317
2015 Q2	$107K	Buy	+2,788	New	+$139K	0.02%	313
2014 Q4	–	Sell	-2,841	Closed	-$111K	–	690
2014 Q3	$111K	Buy	+2,841	New	+$112K	0.02%	311

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

MassMutual Private Wealth & Trust's KAI Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Kadant (KAI) stake by 29% in Q3 2026, buying an estimated $603 and bringing the position to 9 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

MassMutual Private Wealth & Trust first reported a position in KAI in Q3 2014 and has held it in 17 quarters since. The position peaked at $111K in Q3 2015. 175 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

MassMutual Private Wealth & Trust held 9 shares of Kadant worth $2.35K as of Q3 2026.
MassMutual Private Wealth & Trust bought 2 Kadant shares in Q3 2026, an estimated $603.
Kadant made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1895 holding.
MassMutual Private Wealth & Trust first reported a position in Kadant in Q3 2014 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's Kadant position peaked at $111K in Q3 2015.
175 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.