Back to KAI
Creative Planning KAI Position History
Kadant Inc. • Industrials
Quarters held
16
Latest value
$618K
Q3 2026
Peak value
$3.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $84K |
| Q3 2025 | $703K |
| Q3 2025 | $1.2M |
| Q3 2025 | $34K |
| Q4 2025 | $800K |
| Q4 2025 | $1.5M |
| Q1 2026 | $2.5M |
| Q1 2026 | $343K |
| Q2 2026 | $58K |
| Q2 2026 | $2.8M |
| Q2 2026 | $13K |
| Q2 2026 | $637K |
| Q3 2026 | $50K |
| Q3 2026 | $3.1M |
| Q3 2026 | $13K |
| Q3 2026 | $618K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $618K | 17.6K | — | — |
| Q3 2026 | $13K | 374 | — | — |
| Q3 2026 | $3.1M | 11.7K | — | — |
| Q3 2026 | $50K | 191 | — | — |
| Q2 2026 | $637K | 18.5K | — | — |
| Q2 2026 | $13K | 374 | — | — |
| Q2 2026 | $2.8M | 9.0K | — | — |
| Q2 2026 | $58K | 185 | — | — |
| Q1 2026 | $343K | 9.3K | — | — |
| Q1 2026 | $2.5M | 8.5K | — | — |
| Q4 2025 | $1.5M | 5.3K | — | — |
| Q4 2025 | $800K | 19.9K | — | — |
| Q3 2025 | $34K | 113 | — | — |
| Q3 2025 | $1.2M | 4.0K | — | — |
| Q3 2025 | $703K | 14.9K | — | — |
| Q3 2025 | $84K | 1.8K | — | — |
Other funds holding KAI
$439.5M
$414.4M
$364.4M
$341.9M
$303.6M
$273M
$263.2M
$260.3M