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Pinnacle Wealth Planning Services’s Kadant KAI Stock Holding History

Pinnacle Wealth Planning Services’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 		$61.9K Buy
197
+14
+8% +$4.36K 0.01% 1132
2026
Q1 		$53.5K Buy
183
+161
+732% +$51.7K 0.01% 1160
2025
Q4 		$6.27K Buy
+22
New +$6.25K ﹤0.01% 2209

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

Pinnacle Wealth Planning Services's KAI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Kadant (KAI) stake by 7.7% in Q2 2026, buying an estimated $4.36K and bringing the position to 197 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #1132.

Pinnacle Wealth Planning Services 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.

  • Pinnacle Wealth Planning Services held 197 shares of Kadant worth $61.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 14 Kadant shares in Q2 2026, an estimated $4.36K.
  • Kadant made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1132 holding.
  • Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.