Wealth Enhancement Advisory Services’s Kadant KAI Stock Holding History

Wealth Enhancement Advisory Services’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	$246K	Buy	946 +95	+11%	+$28.6K	﹤0.01%	3549
2026 Q2	$251K	Buy	+851	New	+$265K	﹤0.01%	3381
2026 Q1	–	Sell	-819	Closed	-$250K	–	3758
2025 Q4	$250K	Sell	819 -38	-4%	-$10.8K	﹤0.01%	3082
2025 Q3	$255K	Sell	857 -22	-3%	-$7.18K	﹤0.01%	2922
2025 Q2	$290K	Buy	879 +43	+5%	+$13.5K	﹤0.01%	2669
2025 Q1	$282K	Buy	836 +57	+7%	+$20.7K	﹤0.01%	2495
2024 Q4	$269K	Sell	779 -14	-2%	-$5.08K	﹤0.01%	2464
2024 Q3	$268K	Buy	793 +110	+16%	+$35.1K	﹤0.01%	2255
2024 Q2	$201K	Buy	683 +38	+6%	+$10.8K	﹤0.01%	2300
2024 Q1	$212K	Buy	+645	New	+$195K	﹤0.01%	2163

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return

Clean Yield Group Norwich, Vermont $412M AUM 20.54% 1-Year Est. Return

Wealth Enhancement Advisory Services's KAI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Kadant (KAI) stake by 11% in Q3 2026, buying an estimated $28.6K and bringing the position to 946 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #3549.

Wealth Enhancement Advisory Services first reported a position in KAI in Q1 2024 and has held it in 10 quarters since. The position peaked at $290K in Q2 2025. 96 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

Wealth Enhancement Advisory Services held 946 shares of Kadant worth $246K as of Q3 2026.
Wealth Enhancement Advisory Services bought 95 Kadant shares in Q3 2026, an estimated $28.6K.
Kadant made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3549 holding.
Wealth Enhancement Advisory Services first reported a position in Kadant in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Kadant position peaked at $290K in Q2 2025.
96 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.