Wealth Enhancement Advisory Services
KAI icon

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 – 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

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 Enhancement Advisory Services's KAI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Kadant (KAI) in Q2 2026: 851 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #3381 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in KAI as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in KAI in Q1 2024 and has held it in 9 quarters since. The position peaked at $290K in Q2 2025. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 851 shares of Kadant worth $251K as of Q2 2026.
  • Kadant was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Kadant made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3381 holding.
  • Wealth Enhancement Advisory Services first reported a position in Kadant in Q1 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Kadant position peaked at $290K in Q2 2025.
  • 326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.