Physician Wealth Advisors
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Physician Wealth Advisors’s Kadant KAI Stock Holding History

Physician 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
Q3 		$1.05K Buy
4
+3
+300% +$904 ﹤0.01% 1917
2026
Q2 		$315 Hold
1
– – ﹤0.01% 2292
2026
Q1 		$293 Hold
1
– – ﹤0.01% 2008
2025
Q4 		$286 Buy
+1
New +$284 ﹤0.01% 1985

Other funds holding KAI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Physician Wealth Advisors's KAI Position: Q3 2026 in Review

Physician Wealth Advisors increased its Kadant (KAI) stake by 300% in Q3 2026, buying an estimated $904 and bringing the position to 4 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Physician Wealth Advisors first reported a position in KAI in Q4 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Physician Wealth Advisors held 4 shares of Kadant worth $1.05K as of Q3 2026.
  • Physician Wealth Advisors bought 3 Kadant shares in Q3 2026, an estimated $904.
  • Kadant made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1917 holding.
  • Physician Wealth Advisors first reported a position in Kadant in Q4 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.