Arax Advisory Partners’s Kaiser Aluminum KALU Stock Holding History

Arax Advisory Partners’s Portfolio KALU Stock Details KALU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.9K	Sell	124 -17	-12%	-$2.15K	﹤0.01%	2243
2025 Q4	$16.2K	Sell	141 -993	-88%	-$94.5K	﹤0.01%	2229
2025 Q3	$87.5K	Buy	1,134 +994	+710%	+$79K	﹤0.01%	1582
2025 Q2	$11.2K	Buy	140 +128	+1,067%	+$8.71K	﹤0.01%	1910
2025 Q1	$728	Buy	+12	New	+$840	﹤0.01%	2426
2023 Q2	–	Sell	-22	Closed	-$1.68K	–	1292
2023 Q1	$1.68K	Sell	22 -17	-44%	-$1.37K	﹤0.01%	1013
2022 Q4	$2.98K	Buy	39 +1	+3%	+$80	﹤0.01%	900
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	965
2022 Q2	$3K	Buy	38 +2	+6%	+$187	﹤0.01%	896
2022 Q1	$3K	Buy	36 +12	+50%	+$1.16K	﹤0.01%	886
2021 Q4	$2K	Sell	24 -3	-11%	-$304	﹤0.01%	892
2021 Q3	$3K	Buy	27 +14	+108%	+$1.67K	﹤0.01%	815
2021 Q2	$2K	Buy	+13	New	+$1.62K	﹤0.01%	849

Other funds holding KALU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return