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EverSource Wealth Advisors’s Kaiser Aluminum KALU Stock Holding History

EverSource Wealth Advisors’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
Q2 		$228K Buy
1,166
+657
+129% +$112K 0.01% 939
2026
Q1 		$61.3K Buy
509
+38
+8% +$4.81K ﹤0.01% 1745
2025
Q4 		$54.1K Buy
471
+73
+18% +$6.95K ﹤0.01% 1693
2025
Q3 		$30.7K Sell
398
-16
-4% -$1.27K ﹤0.01% 2037
2025
Q2 		$33.1K Buy
414
+342
+475% +$23.3K ﹤0.01% 1909
2025
Q1 		$4.37K Sell
72
-2
-3% -$140 ﹤0.01% 2564
2024
Q4 		$5.2K Buy
74
+16
+28% +$1.22K ﹤0.01% 2328
2024
Q3 		$4.21K Hold
58
– – ﹤0.01% 2291
2024
Q2 		$4.56K Hold
58
– – ﹤0.01% 2252
2024
Q1 		$5.25K Buy
+58
New +$4.07K ﹤0.01% 2033
2023
Q4 		– Sell
-62
Closed -$4.67K – 2696
2023
Q3 		$4.67K Hold
62
– – ﹤0.01% 1730
2023
Q2 		$4.44K Hold
62
– – ﹤0.01% 1779
2023
Q1 		$4.63K Sell
62
-179
-74% -$14.4K ﹤0.01% 1665
2022
Q4 		$18.3K Buy
241
+30
+14% +$2.4K ﹤0.01% 1089
2022
Q3 		$13K Sell
211
-70
-25% -$5.14K ﹤0.01% 1046
2022
Q2 		$22K Buy
281
+218
+346% +$20.4K 0.01% 803
2022
Q1 		$6K Sell
63
-137
-69% -$13.2K ﹤0.01% 1184
2021
Q4 		$19K Buy
+200
New +$20.2K 0.01% 713

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EverSource Wealth Advisors's KALU Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Kaiser Aluminum (KALU) stake by 129% in Q2 2026, buying an estimated $112K and bringing the position to 1,166 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #939.

EverSource Wealth Advisors first reported a position in KALU in Q4 2021 and has held it in 18 quarters since. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • EverSource Wealth Advisors held 1,166 shares of Kaiser Aluminum worth $228K as of Q2 2026.
  • EverSource Wealth Advisors bought 657 Kaiser Aluminum shares in Q2 2026, an estimated $112K.
  • Kaiser Aluminum made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #939 holding.
  • EverSource Wealth Advisors first reported a position in Kaiser Aluminum in Q4 2021 and has held it in 18 quarters since.
  • 335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.