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Sheets Smith Wealth Management’s Kadant KAI Stock Holding History

Sheets Smith Wealth Management’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 		$739K Sell
2,353
-45
-2% -$14K 0.07% 244
2026
Q1 		$701K Hold
2,398
– – 0.08% 237
2025
Q4 		$683K Buy
2,398
+1
+0% +$284 0.08% 235
2025
Q3 		$713K Buy
2,397
+37
+2% +$12.1K 0.08% 233
2025
Q2 		$749K Buy
2,360
+38
+2% +$11.9K 0.09% 213
2025
Q1 		$782K Buy
2,322
+83
+4% +$30.1K 0.1% 189
2024
Q4 		$772K Buy
2,239
+69
+3% +$25K 0.09% 188
2024
Q3 		$733K Buy
2,170
+401
+23% +$128K 0.09% 190
2024
Q2 		$520K Hold
1,769
– – 0.06% 236
2024
Q1 		$580K Hold
1,769
– – 0.07% 221
2023
Q4 		$496K Buy
1,769
+80
+5% +$20K 0.07% 216
2023
Q3 		$381K Buy
1,689
+42
+3% +$9.1K 0.06% 241
2023
Q2 		$366K Hold
1,647
– – 0.05% 254
2023
Q1 		$343K Hold
1,647
– – 0.05% 245
2022
Q4 		$293K Buy
+1,647
New +$293K 0.05% 255

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

Sheets Smith Wealth Management's KAI Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Kadant (KAI) stake by 1.9% in Q2 2026, selling an estimated $14K and leaving 2,353 shares worth $739K. The position accounts for 0.07% of the portfolio, ranked #244.

Sheets Smith Wealth Management first reported a position in KAI in Q4 2022 and has held it in 15 quarters since. The position peaked at $782K in Q1 2025. 324 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Sheets Smith Wealth Management held 2,353 shares of Kadant worth $739K as of Q2 2026.
  • Sheets Smith Wealth Management sold 45 Kadant shares in Q2 2026, an estimated $14K.
  • Kadant made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Sheets Smith Wealth Management first reported a position in Kadant in Q4 2022 and has held it in 15 quarters since.
  • Sheets Smith Wealth Management's Kadant position peaked at $782K in Q1 2025.
  • 324 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.