WA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return