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Root Financial Partners’s Kadant KAI Stock Holding History

Root Financial Partners’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
-130
Closed -$38K – 1866
2026
Q1 		$38K Buy
130
+15
+13% +$4.82K ﹤0.01% 1000
2025
Q4 		$32.8K Sell
115
-4
-3% -$1.14K ﹤0.01% 899
2025
Q3 		$35.4K Buy
+119
New +$38.8K ﹤0.01% 811

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

Root Financial Partners's KAI Position: Q2 2026 in Review

Root Financial Partners sold out of Kadant (KAI) in Q2 2026, closing a stake of 130 shares — an estimated $38K sold.

Root Financial Partners first reported a position in KAI in Q3 2025 and held it in 3 quarters. The position peaked at $38K in Q1 2026. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Root Financial Partners reported no remaining Kadant position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 130 Kadant shares in Q2 2026, an estimated $38K.
  • Root Financial Partners first reported a position in Kadant in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Kadant position peaked at $38K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.