Optimum Investment Advisors’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $44.6K | Hold |
150
| – | – | 0.02% | 367 |
|
|
2025
Q2 | $47.6K | Hold |
150
| – | – | 0.02% | 353 |
|
|
2025
Q1 | $50.5K | Buy |
150
+50
| +50% | +$18.2K | 0.02% | 333 |
|
|
2024
Q4 | $34.5K | Hold |
100
| – | – | 0.02% | 377 |
|
|
2024
Q3 | $33.8K | Hold |
100
| – | – | 0.01% | 387 |
|
|
2024
Q2 | $29.4K | Hold |
100
| – | – | 0.01% | 395 |
|
|
2024
Q1 | $32.8K | Hold |
100
| – | – | 0.02% | 407 |
|
|
2023
Q4 | $28K | Hold |
100
| – | – | 0.01% | 404 |
|
|
2023
Q3 | $22.6K | Hold |
100
| – | – | 0.01% | 453 |
|
|
2023
Q2 | $22.2K | Hold |
100
| – | – | 0.01% | 462 |
|
|
2023
Q1 | $20.9K | Hold |
100
| – | – | 0.01% | 472 |
|
|
2022
Q4 | $17.8K | Hold |
100
| – | – | 0.01% | 509 |
|
|
2022
Q3 | $17K | Hold |
100
| – | – | 0.01% | 521 |
|
|
2022
Q2 | $18K | Hold |
100
| – | – | 0.01% | 531 |
|
|
2022
Q1 | $19K | Hold |
100
| – | – | 0.01% | 571 |
|
|
2021
Q4 | $23K | Hold |
100
| – | – | 0.01% | 578 |
|
|
2021
Q3 | $20K | Hold |
100
| – | – | 0.01% | 593 |
|
|
2021
Q2 | $18K | Hold |
100
| – | – | 0.01% | 673 |
|
|
2021
Q1 | $19K | Hold |
100
| – | – | 0.01% | 678 |
|
|
2020
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 680 |
|
|
2020
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 688 |
|
|
2020
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 697 |
|
|
2020
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 722 |
|
|
2019
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 763 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 816 |
|
|
2019
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 796 |
|
|
2019
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 827 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 791 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 826 |
|
|
2018
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 844 |
|
|
2018
Q1 | $9K | Buy |
+100
| New | +$9.82K | ﹤0.01% | 833 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 885 |
|
|
2014
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 930 |
|
|
2014
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 855 |
|
|
2014
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 854 |
|
|
2014
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 678 |
|
|
2013
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 683 |
|
|
2013
Q3 | $3K | Buy |
+100
| New | +$3.28K | ﹤0.01% | 662 |
|
Other funds holding KAI
WA
Optimum Investment Advisors's KAI Position: Q3 2025 in Review
Optimum Investment Advisors held its Kadant (KAI) position steady in Q3 2025 at 150 shares worth $44.6K. The position accounts for 0.02% of the portfolio, ranked #367.
Optimum Investment Advisors first reported a position in KAI in Q3 2013 and has held it in 38 quarters since. The position peaked at $50.5K in Q1 2025. 316 funds tracked by Wall St. Rank hold KAI as of Q3 2025.
- Optimum Investment Advisors held 150 shares of Kadant worth $44.6K as of Q3 2025.
- Optimum Investment Advisors left its Kadant share count unchanged in Q3 2025.
- Kadant made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #367 holding.
- Optimum Investment Advisors first reported a position in Kadant in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Kadant position peaked at $50.5K in Q1 2025.
- 316 funds tracked by Wall St. Rank held Kadant as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.