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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
Q2 		$207K Sell
1,056
-820
-44% -$139K 0.08% 220
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 $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 $3.38T AUM 44.17% 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

Heritage Family Offices's KALU Position: Q2 2026 in Review

Heritage Family Offices reduced its Kaiser Aluminum (KALU) stake by 44% in Q2 2026, selling an estimated $139K and leaving 1,056 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #220.

Heritage Family Offices first reported a position in KALU in Q2 2024 and has held it in 7 quarters since. The position peaked at $364K in Q4 2025. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • Heritage Family Offices held 1,056 shares of Kaiser Aluminum worth $207K as of Q2 2026.
  • Heritage Family Offices sold 820 Kaiser Aluminum shares in Q2 2026, an estimated $139K.
  • Kaiser Aluminum made up 0.08% of Heritage Family Offices's portfolio in Q2 2026, its #220 holding.
  • Heritage Family Offices first reported a position in Kaiser Aluminum in Q2 2024 and has held it in 7 quarters since.
  • Heritage Family Offices's Kaiser Aluminum position peaked at $364K in Q4 2025.
  • 335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.