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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Physician Wealth Advisors held its Kadant (KAI) position steady in Q2 2026 at 1 share worth $315. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

Physician Wealth Advisors first reported a position in KAI in Q4 2025 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Physician Wealth Advisors held 1 share of Kadant worth $315 as of Q2 2026.
Physician Wealth Advisors left its Kadant share count unchanged in Q2 2026.
Kadant made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2292 holding.
Physician Wealth Advisors first reported a position in Kadant in Q4 2025 and has held it in 3 quarters since.
326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

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