HFO
KALU icon

Heritage Family Offices’s Kaiser Aluminum KALU Stock Holding History

Heritage Family Offices’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 		$226K Sell
1,876
-1,296
-41% -$164K 0.1% 174
2025
Q4 		$364K Sell
3,172
-381
-11% -$36.3K 0.17% 120
2025
Q3 		$274K Buy
+3,553
New +$282K 0.13% 153
2025
Q1 		– Sell
-2,855
Closed -$201K – 187
2024
Q4 		$201K Buy
2,855
+95
+3% +$7.23K 0.1% 181
2024
Q3 		$200K Buy
2,760
+5
+0.2% +$385 0.1% 178
2024
Q2 		$242K Buy
+2,755
New +$256K 0.13% 147

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

Heritage Family Offices's KALU Position: Q1 2026 in Review

Heritage Family Offices reduced its Kaiser Aluminum (KALU) stake by 41% in Q1 2026, selling an estimated $164K and leaving 1,876 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #174.

Heritage Family Offices first reported a position in KALU in Q2 2024 and has held it in 6 quarters since. The position peaked at $364K in Q4 2025. 286 funds tracked by Wall St. Rank hold KALU as of Q1 2026.

  • Heritage Family Offices held 1,876 shares of Kaiser Aluminum worth $226K as of Q1 2026.
  • Heritage Family Offices sold 1,296 Kaiser Aluminum shares in Q1 2026, an estimated $164K.
  • Kaiser Aluminum made up 0.1% of Heritage Family Offices's portfolio in Q1 2026, its #174 holding.
  • Heritage Family Offices first reported a position in Kaiser Aluminum in Q2 2024 and has held it in 6 quarters since.
  • Heritage Family Offices's Kaiser Aluminum position peaked at $364K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.