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Clearstead Trust’s Kaiser Aluminum KALU Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-5
Closed -$386 – 1275
2025
Q3 		$386 Hold
5
– – ﹤0.01% 1417
2025
Q2 		$400 Buy
+5
New +$340 ﹤0.01% 1376

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Trust's KALU Position: Q4 2025 in Review

Clearstead Trust sold out of Kaiser Aluminum (KALU) in Q4 2025, closing a stake of 5 shares — an estimated $386 sold.

Clearstead Trust first reported a position in KALU in Q2 2025 and held it in 2 quarters. The position peaked at $400 in Q2 2025. 266 funds tracked by Wall St. Rank hold KALU as of Q4 2025.

  • Clearstead Trust reported no remaining Kaiser Aluminum position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 5 Kaiser Aluminum shares in Q4 2025, an estimated $386.
  • Clearstead Trust first reported a position in Kaiser Aluminum in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Kaiser Aluminum position peaked at $400 in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.