Wakefield Asset Management’s Kadant KAI Stock Holding History

Wakefield Asset 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	$1.18M	Buy	3,761 +62	+2%	+$19.3K	0.27%	120
2026 Q1	$1.08M	Buy	+3,699	New	+$1.19M	0.29%	116
2024 Q2	–	Sell	-3,132	Closed	-$1.03M	–	166
2024 Q1	$1.03M	Buy	3,132 +26	+0.8%	+$7.84K	0.36%	78
2023 Q4	$871K	Buy	+3,106	New	+$777K	0.32%	98
2019 Q1	–	Sell	-3,677	Closed	-$300K	–	228
2018 Q4	$300K	Buy	3,677 +1,655	+82%	+$155K	0.13%	144
2018 Q3	$218K	Buy	+2,022	New	+$201K	0.09%	134

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 $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wakefield Asset Management's KAI Position: Q2 2026 in Review

Wakefield Asset Management increased its Kadant (KAI) stake by 1.7% in Q2 2026, buying an estimated $19.3K and bringing the position to 3,761 shares worth $1.18M. The position accounts for 0.27% of the portfolio, ranked #120.

Wakefield Asset Management first reported a position in KAI in Q3 2018 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Wakefield Asset Management held 3,761 shares of Kadant worth $1.18M as of Q2 2026.
Wakefield Asset Management bought 62 Kadant shares in Q2 2026, an estimated $19.3K.
Kadant made up 0.27% of Wakefield Asset Management's portfolio in Q2 2026, its #120 holding.
Wakefield Asset Management first reported a position in Kadant in Q3 2018 and has held it in 6 quarters since.
324 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.