OneDigital Investment Advisors’s Kadant KAI Stock Holding History

OneDigital Investment Advisors’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	$619K	Sell	2,117 -65	-3%	-$20.9K	0.01%	866
2025 Q4	$622K	Sell	2,182 -10	-0.5%	-$2.84K	0.01%	860
2025 Q3	$652K	Sell	2,192 -18	-0.8%	-$5.87K	0.01%	825
2025 Q2	$702K	Buy	2,210 +6	+0.3%	+$1.88K	0.01%	769
2025 Q1	$743K	Buy	2,204 +150	+7%	+$54.5K	0.01%	715
2024 Q4	$709K	Buy	+2,054	New	+$745K	0.01%	756
2024 Q1	–	Sell	-787	Closed	-$221K	–	1134
2023 Q4	$221K	Buy	+787	New	+$197K	﹤0.01%	1025

Other funds holding KAI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's KAI Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Kadant (KAI) stake by 3% in Q1 2026, selling an estimated $20.9K and leaving 2,117 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #866.

OneDigital Investment Advisors first reported a position in KAI in Q4 2023 and has held it in 7 quarters since. The position peaked at $743K in Q1 2025. 319 funds tracked by Wall St. Rank hold KAI as of Q1 2026.

OneDigital Investment Advisors held 2,117 shares of Kadant worth $619K as of Q1 2026.
OneDigital Investment Advisors sold 65 Kadant shares in Q1 2026, an estimated $20.9K.
Kadant made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #866 holding.
OneDigital Investment Advisors first reported a position in Kadant in Q4 2023 and has held it in 7 quarters since.
OneDigital Investment Advisors's Kadant position peaked at $743K in Q1 2025.
319 funds tracked by Wall St. Rank held Kadant as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.