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Smith Shellnut Wilson’s Kadant KAI Stock Holding History

Smith Shellnut Wilson’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 		$259K Hold
825
– – 0.1% 137
2026
Q1 		$241K Hold
825
– – 0.11% 134
2025
Q4 		$235K Hold
825
– – 0.09% 127
2025
Q3 		$246K Hold
825
– – 0.09% 124
2025
Q2 		$262K Hold
825
– – 0.11% 119
2025
Q1 		$278K Hold
825
– – 0.13% 113
2024
Q4 		$285K Hold
825
– – 0.13% 112
2024
Q3 		$279K Hold
825
– – 0.13% 114
2024
Q2 		$242K Buy
+825
New +$235K 0.12% 124

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

Smith Shellnut Wilson's KAI Position: Q2 2026 in Review

Smith Shellnut Wilson held its Kadant (KAI) position steady in Q2 2026 at 825 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #137.

Smith Shellnut Wilson first reported a position in KAI in Q2 2024 and has held it in 9 quarters since. The position peaked at $285K in Q4 2024. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Smith Shellnut Wilson held 825 shares of Kadant worth $259K as of Q2 2026.
  • Smith Shellnut Wilson left its Kadant share count unchanged in Q2 2026.
  • Kadant made up 0.1% of Smith Shellnut Wilson's portfolio in Q2 2026, its #137 holding.
  • Smith Shellnut Wilson first reported a position in Kadant in Q2 2024 and has held it in 9 quarters since.
  • Smith Shellnut Wilson's Kadant position peaked at $285K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.