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Steward Partners Investment Advisory’s Kadant KAI Stock Holding History

Steward Partners Investment Advisory’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 		$263K Sell
836
-70
-8% -$21.8K ﹤0.01% 2075
2026
Q1 		$265K Sell
906
-52
-5% -$16.7K ﹤0.01% 1867
2025
Q4 		$273K Hold
958
– – ﹤0.01% 1762
2025
Q3 		$285K Buy
958
+88
+10% +$28.7K ﹤0.01% 1679
2025
Q2 		$276K Hold
870
– – ﹤0.01% 1595
2025
Q1 		$293K Hold
870
– – ﹤0.01% 1457
2024
Q4 		$300K Sell
870
-2
-0.2% -$725 ﹤0.01% 1408
2024
Q3 		$295K Sell
872
-5
-0.6% -$1.6K ﹤0.01% 1346
2024
Q2 		$258K Hold
877
– – ﹤0.01% 1334
2024
Q1 		$288K Sell
877
-99
-10% -$29.9K ﹤0.01% 1277
2023
Q4 		$274K Buy
976
+924
+1,777% +$231K ﹤0.01% 1253
2023
Q3 		$11.7K Sell
52
-25
-32% -$5.41K ﹤0.01% 2532
2023
Q2 		$17.1K Buy
77
+52
+208% +$10.4K ﹤0.01% 2362
2023
Q1 		$5.21K Sell
25
-80
-76% -$16.2K ﹤0.01% 2777
2022
Q4 		$18.7K Buy
+105
New +$18.7K ﹤0.01% 2260

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 $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's KAI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Kadant (KAI) stake by 7.7% in Q2 2026, selling an estimated $21.8K and leaving 836 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Steward Partners Investment Advisory first reported a position in KAI in Q4 2022 and has held it in 15 quarters since. The position peaked at $300K in Q4 2024. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Steward Partners Investment Advisory held 836 shares of Kadant worth $263K as of Q2 2026.
  • Steward Partners Investment Advisory sold 70 Kadant shares in Q2 2026, an estimated $21.8K.
  • Kadant made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2075 holding.
  • Steward Partners Investment Advisory first reported a position in Kadant in Q4 2022 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's Kadant position peaked at $300K in Q4 2024.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.