NewEdge Wealth’s Kadant KAI Stock Holding History

NewEdge Wealth’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	$2.33M	Buy	7,411 +46	+0.6%	+$14.3K	0.02%	414
2026 Q1	$2.15M	Sell	7,365 -777	-10%	-$250K	0.03%	405
2025 Q4	$2.32M	Sell	8,142 -487	-6%	-$138K	0.03%	410
2025 Q3	$2.35M	Buy	8,629 +26	+0.3%	+$8.48K	0.03%	358
2025 Q2	$2.8M	Sell	8,603 -645	-7%	-$202K	0.04%	312
2025 Q1	$3.12M	Sell	9,248 -419	-4%	-$152K	0.06%	259
2024 Q4	$3.34M	Sell	9,667 -1,700	-15%	-$617K	0.06%	254
2024 Q3	$3.84M	Buy	11,367 +1,694	+18%	+$541K	0.07%	238
2024 Q2	$2.84M	Sell	9,673 -276	-3%	-$78.7K	0.06%	257
2024 Q1	$2.65M	Buy	9,949 +311	+3%	+$93.8K	0.06%	274
2023 Q4	$2.7M	Buy	+9,638	New	+$2.41M	0.07%	246

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

NewEdge Wealth's KAI Position: Q2 2026 in Review

NewEdge Wealth increased its Kadant (KAI) stake by 0.62% in Q2 2026, buying an estimated $14.3K and bringing the position to 7,411 shares worth $2.33M. The position accounts for 0.02% of the portfolio, ranked #414.

NewEdge Wealth first reported a position in KAI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.84M in Q3 2024. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

NewEdge Wealth held 7,411 shares of Kadant worth $2.33M as of Q2 2026.
NewEdge Wealth bought 46 Kadant shares in Q2 2026, an estimated $14.3K.
Kadant made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #414 holding.
NewEdge Wealth first reported a position in Kadant in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's Kadant position peaked at $3.84M in Q3 2024.
326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.