SSWM
KAI icon

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
Q3 		$576K Sell
2,203
-150
-6% -$45.2K 0.06% 266
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Sheets Smith Wealth Management's KAI Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Kadant (KAI) stake by 6.4% in Q3 2026, selling an estimated $45.2K and leaving 2,203 shares worth $576K. The position accounts for 0.06% of the portfolio, ranked #266.

Sheets Smith Wealth Management first reported a position in KAI in Q4 2022 and has held it in 16 quarters since. The position peaked at $782K in Q1 2025. 25 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Sheets Smith Wealth Management held 2,203 shares of Kadant worth $576K as of Q3 2026.
  • Sheets Smith Wealth Management sold 150 Kadant shares in Q3 2026, an estimated $45.2K.
  • Kadant made up 0.06% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #266 holding.
  • Sheets Smith Wealth Management first reported a position in Kadant in Q4 2022 and has held it in 16 quarters since.
  • Sheets Smith Wealth Management's Kadant position peaked at $782K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.