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Opal Wealth Advisors’s Kadant KAI Stock Holding History

Opal Wealth 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
Q2 		– Sell
-88
Closed -$25.7K – 410
2026
Q1 		$25.7K Buy
+88
New +$28.3K 0.01% 544
2025
Q3 		– Sell
-71
Closed -$22.5K – 375
2025
Q2 		$22.5K Sell
71
-18
-20% -$5.63K 0.01% 543
2025
Q1 		$30K Buy
+89
New +$32.3K 0.01% 444
2024
Q3 		– Sell
-98
Closed -$28.8K – 708
2024
Q2 		$28.8K Buy
+98
New +$27.9K 0.01% 427

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

Opal Wealth Advisors's KAI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Kadant (KAI) in Q2 2026, closing a stake of 88 shares — an estimated $25.7K sold.

Opal Wealth Advisors first reported a position in KAI in Q2 2024 and held it in 4 quarters. The position peaked at $30K in Q1 2025. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Kadant position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 88 Kadant shares in Q2 2026, an estimated $25.7K.
  • Opal Wealth Advisors first reported a position in Kadant in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Kadant position peaked at $30K in Q1 2025.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.