Oak Associates’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $495K | Sell |
1,693
-1,370
| -45% | -$440K | 0.03% | 114 |
|
|
2025
Q4 | $873K | Sell |
3,063
-150
| -5% | -$42.6K | 0.05% | 97 |
|
|
2025
Q3 | $956K | Sell |
3,213
-14
| -0.4% | -$4.57K | 0.06% | 96 |
|
|
2025
Q2 | $1.02M | Sell |
3,227
-804
| -20% | -$252K | 0.07% | 94 |
|
|
2025
Q1 | $1.36M | Sell |
4,031
-637
| -14% | -$231K | 0.1% | 91 |
|
|
2024
Q4 | $1.61M | Hold |
4,668
| – | – | 0.11% | 91 |
|
|
2024
Q3 | $1.58M | Hold |
4,668
| – | – | 0.11% | 86 |
|
|
2024
Q2 | $1.37M | Hold |
4,668
| – | – | 0.09% | 92 |
|
|
2024
Q1 | $1.53M | Hold |
4,668
| – | – | 0.11% | 92 |
|
|
2023
Q4 | $1.31M | Hold |
4,668
| – | – | 0.1% | 95 |
|
|
2023
Q3 | $1.05M | Hold |
4,668
| – | – | 0.09% | 95 |
|
|
2023
Q2 | $1.04M | Hold |
4,668
| – | – | 0.08% | 99 |
|
|
2023
Q1 | $973K | Hold |
4,668
| – | – | 0.08% | 105 |
|
|
2022
Q4 | $829K | Buy |
4,668
+612
| +15% | +$109K | 0.07% | 113 |
|
|
2022
Q3 | $677K | Hold |
4,056
| – | – | 0.06% | 105 |
|
|
2022
Q2 | $740K | Hold |
4,056
| – | – | 0.06% | 105 |
|
|
2022
Q1 | $788K | Hold |
4,056
| – | – | 0.05% | 104 |
|
|
2021
Q4 | $935K | Hold |
4,056
| – | – | 0.05% | 102 |
|
|
2021
Q3 | $828K | Hold |
4,056
| – | – | 0.05% | 105 |
|
|
2021
Q2 | $714K | Hold |
4,056
| – | – | 0.04% | 108 |
|
|
2021
Q1 | $750K | Sell |
4,056
-854
| -17% | -$137K | 0.04% | 105 |
|
|
2020
Q4 | $692K | Buy |
4,910
+2,250
| +85% | +$286K | 0.04% | 102 |
|
|
2020
Q3 | $292K | Hold |
2,660
| – | – | 0.02% | 123 |
|
|
2020
Q2 | $265K | Buy |
+2,660
| New | +$237K | 0.02% | 130 |
|
|
2020
Q1 | – | Sell |
-2,745
| Closed | -$289K | – | 142 |
|
|
2019
Q4 | $289K | Hold |
2,745
| – | – | 0.02% | 145 |
|
|
2019
Q3 | $241K | Hold |
2,745
| – | – | 0.01% | 142 |
|
|
2019
Q2 | $249K | Hold |
2,745
| – | – | 0.02% | 145 |
|
|
2019
Q1 | $241K | Sell |
2,745
-35
| -1% | -$3.01K | 0.01% | 151 |
|
|
2018
Q4 | $226K | Hold |
2,780
| – | – | 0.02% | 151 |
|
|
2018
Q3 | $300K | Hold |
2,780
| – | – | 0.02% | 158 |
|
|
2018
Q2 | $267K | Hold |
2,780
| – | – | 0.02% | 154 |
|
|
2018
Q1 | $263K | Sell |
2,780
-2,245
| -45% | -$221K | 0.02% | 154 |
|
|
2017
Q4 | $505K | Sell |
5,025
-2,605
| -34% | -$264K | 0.04% | 130 |
|
|
2017
Q3 | $752K | Hold |
7,630
| – | – | 0.06% | 125 |
|
|
2017
Q2 | $574K | Hold |
7,630
| – | – | 0.04% | 128 |
|
|
2017
Q1 | $453K | Hold |
7,630
| – | – | 0.04% | 137 |
|
|
2016
Q4 | $467K | Hold |
7,630
| – | – | 0.05% | 143 |
|
|
2016
Q3 | $394K | Buy |
7,630
+2,090
| +38% | +$112K | 0.04% | 141 |
|
|
2016
Q2 | $285K | Buy |
+5,540
| New | +$268K | 0.03% | 151 |
|
Other funds holding KAI
WA
VPM
VCM
Oak Associates's KAI Position: Q1 2026 in Review
Oak Associates reduced its Kadant (KAI) stake by 45% in Q1 2026, selling an estimated $440K and leaving 1,693 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #114.
Oak Associates first reported a position in KAI in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.61M in Q4 2024. 319 funds tracked by Wall St. Rank hold KAI as of Q1 2026.
- Oak Associates held 1,693 shares of Kadant worth $495K as of Q1 2026.
- Oak Associates sold 1,370 Kadant shares in Q1 2026, an estimated $440K.
- Kadant made up 0.03% of Oak Associates's portfolio in Q1 2026, its #114 holding.
- Oak Associates first reported a position in Kadant in Q2 2016 and has held it in 39 quarters since.
- Oak Associates's Kadant position peaked at $1.61M in Q4 2024.
- 319 funds tracked by Wall St. Rank held Kadant as of Q1 2026.
Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.