SSWM
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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return