Wealth Enhancement Advisory Services
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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
Q2 		$251K Buy
+851
New +$265K ﹤0.01% 3381
2026
Q1 		– Sell
-819
Closed -$250K – 3760
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

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WA
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RP
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DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return