Wealth Alliance
KAI icon

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
Q3 		$254K Buy
972
+10
+1% +$3.02K 0.02% 483
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 $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Alliance's KAI Position: Q3 2026 in Review

Wealth Alliance increased its Kadant (KAI) stake by 1% in Q3 2026, buying an estimated $3.02K and bringing the position to 972 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #483.

Wealth Alliance first reported a position in KAI in Q1 2024 and has held it in 11 quarters since. The position peaked at $302K in Q2 2026. 262 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

  • Wealth Alliance held 972 shares of Kadant worth $254K as of Q3 2026.
  • Wealth Alliance bought 10 Kadant shares in Q3 2026, an estimated $3.02K.
  • Kadant made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #483 holding.
  • Wealth Alliance first reported a position in Kadant in Q1 2024 and has held it in 11 quarters since.
  • Wealth Alliance's Kadant position peaked at $302K in Q2 2026.
  • 262 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.