Harbor Investment Advisory’s Kaiser Aluminum KALU Stock Holding History

Harbor Investment Advisory’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	$64.2K	Buy	+328	New	+$55.8K	﹤0.01%	682
2023 Q3	–	Sell	-600	Closed	-$43K	–	1269
2023 Q2	$43K	Hold	600	–	–	0.01%	753
2023 Q1	$44.8K	Hold	600	–	–	0.01%	742
2022 Q4	$45.6K	Hold	600	–	–	0.01%	711
2022 Q3	$37K	Sell	600 -173	-22%	-$12.7K	0.01%	766
2022 Q2	$61K	Buy	773 +90	+13%	+$8.42K	0.01%	642
2022 Q1	$64K	Hold	683	–	–	0.01%	672
2021 Q4	$64K	Hold	683	–	–	0.01%	668
2021 Q3	$74K	Hold	683	–	–	0.01%	605
2021 Q2	$84K	Hold	683	–	–	0.01%	549
2021 Q1	$75K	Hold	683	–	–	0.01%	563
2020 Q4	$68K	Buy	683 +210	+44%	+$16.1K	0.01%	550
2020 Q3	$25K	Buy	473 +238	+101%	+$15.3K	﹤0.01%	678
2020 Q2	$17K	Buy	235 +33	+16%	+$2.35K	﹤0.01%	675
2020 Q1	$14K	Buy	+202	New	+$19K	﹤0.01%	657

Other funds holding KALU

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Harbor Investment Advisory's KALU Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Kaiser Aluminum (KALU) in Q2 2026: 328 shares worth $64.2K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in KALU as recently as Q2 2023.

Harbor Investment Advisory first reported a position in KALU in Q1 2020 and has held it in 15 quarters since. The position peaked at $84K in Q2 2021. 33 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

Harbor Investment Advisory held 328 shares of Kaiser Aluminum worth $64.2K as of Q2 2026.
Kaiser Aluminum was a new Harbor Investment Advisory position in Q2 2026.
Kaiser Aluminum made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #682 holding.
Harbor Investment Advisory first reported a position in Kaiser Aluminum in Q1 2020 and has held it in 15 quarters since.
Harbor Investment Advisory's Kaiser Aluminum position peaked at $84K in Q2 2021.
33 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.