Position in KAI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,328,758
+$175,601 QoQ
Shares Held
7,411
+0.6% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#99
of 320 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KAI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $68,537,069 across 19 Specialty Industrial Machinery names. KAI ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
11,576 | $13,600,179 | |
| 2 | PH |
Parker-Hannifin Corp
|
12,056 | $11,792,214 | |
| 3 | ETN |
Eaton Corp plc
|
23,340 | $9,945,640 | |
| 4 | CMI |
Cummins Inc
|
10,517 | $7,500,829 | |
| 5 | WTS |
Watts Water Technologies Inc
|
12,986 | $5,083,369 | |
| 6 | NDSN |
Nordson Corp
|
14,539 | $4,386,270 | |
| 7 | EMR |
Emerson Electric Co
|
24,469 | $3,502,737 | |
| 8 | KAI |
Kadant Inc
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|
7,411 | $2,328,758 |
All Filings in KAI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,328,758 | 7,411 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,153,157 | 7,365 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,320,632 | 8,142 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,567,817 | 8,629 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,731,022 | 8,603 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,115,743 | 9,248 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,335,018 | 9,667 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,842,046 | 11,367 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,841,733 | 9,673 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,264,266 | 9,949 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,701,627 | 9,638 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||