Creative Planning
KALU icon

Creative Planning’s Kaiser Aluminum KALU Stock Holding History

Creative Planning’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 		$839K Buy
6,958
+824
+13% +$104K ﹤0.01% 2604
2025
Q4 		$705K Buy
6,134
+1,454
+31% +$138K ﹤0.01% 2563
2025
Q3 		$361K Buy
4,680
+179
+4% +$14.2K ﹤0.01% 3001
2025
Q2 		$360K Buy
+4,501
New +$306K ﹤0.01% 2748
2023
Q4 		– Sell
-85
Closed -$6.4K – 2928
2023
Q3 		$6.4K Buy
+85
New +$6.45K ﹤0.01% 2693
2023
Q2 		– Sell
-5
Closed -$374 – 2739
2023
Q1 		$374 Buy
+5
New +$403 ﹤0.01% 2595
2017
Q3 		– Sell
-68
Closed -$6K – 2836
2017
Q2 		$6K Sell
68
-112
-62% -$9.29K ﹤0.01% 3909
2017
Q1 		$14K Buy
+180
New +$14.3K ﹤0.01% 3367
2016
Q4 		– Sell
-130
Closed -$11K – 4729
2016
Q3 		$11K Buy
+130
New +$11.2K ﹤0.01% 3450

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VCM
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