Sound Income Strategies’s Kadant KAI Stock Holding History

Sound Income Strategies’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	-13	Closed	-$3.79K	–	1494
2026 Q1	$3.79K	Hold	13	–	–	﹤0.01%	1939
2025 Q4	$4.23K	Buy	+13	New	+$3.69K	﹤0.01%	1885

Other funds holding KAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sound Income Strategies's KAI Position: Q2 2026 in Review

Sound Income Strategies sold out of Kadant (KAI) in Q2 2026, closing a stake of 13 shares — an estimated $3.79K sold.

Sound Income Strategies first reported a position in KAI in Q4 2025 and held it in 2 quarters. The position peaked at $4.23K in Q4 2025. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Sound Income Strategies reported no remaining Kadant position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 13 Kadant shares in Q2 2026, an estimated $3.79K.
Sound Income Strategies first reported a position in Kadant in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's Kadant position peaked at $4.23K in Q4 2025.
327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.