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Harvest Investment Advisors’s Kaiser Aluminum KALU Stock Holding History

Harvest Investment 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
2025
Q4 		$2.34M Buy
+20,369
New +$1.94M 1.33% 17
2025
Q2 		$1.55M Sell
19,449
-310
-2% -$21.1K 1% 41
2025
Q1 		$1.2M Buy
19,759
+1,185
+6% +$83K 0.87% 45
2024
Q4 		$1.31M Sell
18,574
-270
-1% -$20.6K 0.9% 44
2024
Q3 		$1.37M Buy
18,844
+1,845
+11% +$142K 0.93% 46
2024
Q2 		$1.49M Sell
16,999
-515
-3% -$47.9K 1.1% 30
2024
Q1 		$1.57M Buy
17,514
+25
+0.1% +$1.75K 1.17% 30
2023
Q4 		$1.25M Buy
17,489
+280
+2% +$17.7K 1% 42
2023
Q3 		$1.3M Sell
17,209
-2
-0% -$152 1.16% 30
2023
Q2 		$1.23M Buy
17,211
+856
+5% +$56.6K 1.06% 43
2023
Q1 		$1.22M Buy
16,355
+215
+1% +$17.3K 1.09% 41
2022
Q4 		$1.23M Buy
+16,140
New +$1.29M 1.15% 40

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harvest Investment Advisors's KALU Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Kaiser Aluminum (KALU) in Q4 2025: 20,369 shares worth $2.34M. The stake represents 1.33% of the portfolio and ranks #17 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in KALU as recently as Q2 2025.

Harvest Investment Advisors first reported a position in KALU in Q4 2022 and has held it in 12 quarters since. 266 funds tracked by Wall St. Rank hold KALU as of Q4 2025.

  • Harvest Investment Advisors held 20,369 shares of Kaiser Aluminum worth $2.34M as of Q4 2025.
  • Kaiser Aluminum was a new Harvest Investment Advisors position in Q4 2025.
  • Kaiser Aluminum made up 1.33% of Harvest Investment Advisors's portfolio in Q4 2025, its #17 holding.
  • Harvest Investment Advisors first reported a position in Kaiser Aluminum in Q4 2022 and has held it in 12 quarters since.
  • 266 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.