AWM
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Abound Wealth Management’s Alcoa AA Stock Holding History

Abound Wealth Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209 Buy
+4
New +$268 ﹤0.01% 1105
2023
Q2 		– Sell
-4
Closed -$171 – 1196
2023
Q1 		$171 Buy
+4
New +$193 ﹤0.01% 699

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Abound Wealth Management's AA Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Alcoa (AA) in Q2 2026: 4 shares worth $209. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in AA as recently as Q1 2023.

Abound Wealth Management first reported a position in AA in Q1 2023 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Abound Wealth Management held 4 shares of Alcoa worth $209 as of Q2 2026.
  • Alcoa was a new Abound Wealth Management position in Q2 2026.
  • Alcoa made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1105 holding.
  • Abound Wealth Management first reported a position in Alcoa in Q1 2023 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.