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Wealth Alliance’s Kadant KAI Stock Holding History

Wealth Alliance’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 		$302K Sell
962
-49
-5% -$15.3K 0.03% 451
2026
Q1 		$296K Buy
1,011
+155
+18% +$49.8K 0.03% 434
2025
Q4 		$244K Buy
856
+3
+0.4% +$852 0.02% 489
2025
Q3 		$254K Sell
853
-13
-2% -$4.24K 0.03% 475
2025
Q2 		$275K Buy
866
+52
+6% +$16.3K 0.03% 439
2025
Q1 		$274K Buy
814
+48
+6% +$17.4K 0.03% 416
2024
Q4 		$264K Sell
766
-18
-2% -$6.53K 0.03% 418
2024
Q3 		$265K Buy
784
+66
+9% +$21.1K 0.03% 426
2024
Q2 		$211K Buy
718
+47
+7% +$13.4K 0.03% 477
2024
Q1 		$220K Buy
+671
New +$202K 0.03% 471

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

Wealth Alliance's KAI Position: Q2 2026 in Review

Wealth Alliance reduced its Kadant (KAI) stake by 4.8% in Q2 2026, selling an estimated $15.3K and leaving 962 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #451.

Wealth Alliance first reported a position in KAI in Q1 2024 and has held it in 10 quarters since. 327 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Wealth Alliance held 962 shares of Kadant worth $302K as of Q2 2026.
  • Wealth Alliance sold 49 Kadant shares in Q2 2026, an estimated $15.3K.
  • Kadant made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #451 holding.
  • Wealth Alliance first reported a position in Kadant in Q1 2024 and has held it in 10 quarters since.
  • 327 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.