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True Wealth Design’s Kaiser Aluminum KALU Stock Holding History

True Wealth Design’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 		$392 Hold
2
– – ﹤0.01% 2282
2026
Q1 		$242 Hold
2
– – ﹤0.01% 2282
2025
Q4 		$230 Hold
2
– – ﹤0.01% 2194
2025
Q3 		$155 Buy
+2
New +$159 ﹤0.01% 2359
2025
Q2 		– Sell
-18
Closed -$1.09K – 2703
2025
Q1 		$1.09K Buy
18
+1
+6% +$70 ﹤0.01% 1240
2024
Q4 		$1.2K Buy
17
+3
+21% +$228 ﹤0.01% 882
2024
Q3 		$1.02K Buy
+14
New +$1.08K ﹤0.01% 970

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 $3.37T AUM 44.26% 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

True Wealth Design's KALU Position: Q2 2026 in Review

True Wealth Design held its Kaiser Aluminum (KALU) position steady in Q2 2026 at 2 shares worth $392. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

True Wealth Design first reported a position in KALU in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.2K in Q4 2024. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • True Wealth Design held 2 shares of Kaiser Aluminum worth $392 as of Q2 2026.
  • True Wealth Design left its Kaiser Aluminum share count unchanged in Q2 2026.
  • Kaiser Aluminum made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2282 holding.
  • True Wealth Design first reported a position in Kaiser Aluminum in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Kaiser Aluminum position peaked at $1.2K in Q4 2024.
  • 335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.