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Orion Portfolio Solutions’s Kaiser Aluminum KALU Stock Holding History

Orion Portfolio Solutions’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
Q1 		$780K Buy
12,865
+1,979
+18% +$139K 0.01% 1208
2024
Q4 		$765K Buy
10,886
+3,294
+43% +$251K 0.01% 1185
2024
Q3 		$551K Sell
7,592
-398
-5% -$30.6K 0.01% 1300
2024
Q2 		$702K Buy
7,990
+247
+3% +$23K 0.01% 1150
2024
Q1 		$692K Buy
7,743
+669
+9% +$46.9K 0.01% 1147
2023
Q4 		$467K Sell
7,074
-1,647
-19% -$104K 0.01% 1240
2023
Q3 		$656K Sell
8,721
-202
-2% -$15.3K 0.01% 1093
2023
Q2 		$639K Sell
8,923
-38
-0.4% -$2.51K 0.01% 1121
2023
Q1 		$669K Buy
+8,961
New +$723K 0.01% 1034
2020
Q3 		– Sell
-15
Closed -$1K – 1290
2020
Q2 		$1K Buy
+15
New +$1.07K ﹤0.01% 2009
2020
Q1 		– Sell
-4
Closed – – 2096
2019
Q4 		$0 Buy
+4
New +$428 ﹤0.01% 1870

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's KALU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Kaiser Aluminum (KALU) stake by 18% in Q1 2025, buying an estimated $139K and bringing the position to 12,865 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #1208.

Orion Portfolio Solutions first reported a position in KALU in Q4 2019 and has held it in 11 quarters since. 206 funds tracked by Wall St. Rank hold KALU as of Q1 2025.

  • Orion Portfolio Solutions held 12,865 shares of Kaiser Aluminum worth $780K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,979 Kaiser Aluminum shares in Q1 2025, an estimated $139K.
  • Kaiser Aluminum made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1208 holding.
  • Orion Portfolio Solutions first reported a position in Kaiser Aluminum in Q4 2019 and has held it in 11 quarters since.
  • 206 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.