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AE Wealth Management’s Alcoa AA Stock Holding History

AE 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 		$567K Buy
10,866
+5,663
+109% +$379K ﹤0.01% 1164
2026
Q1 		$345K Sell
5,203
-761
-13% -$46.7K ﹤0.01% 1303
2025
Q4 		$317K Buy
+5,964
New +$244K ﹤0.01% 1282
2025
Q1 		– Sell
-7,681
Closed -$290K – 2144
2024
Q4 		$290K Buy
+7,681
New +$319K ﹤0.01% 1117
2023
Q2 		– Sell
-5,672
Closed -$241K – 1890
2023
Q1 		$241K Buy
5,672
+533
+10% +$25.7K ﹤0.01% 1646
2022
Q4 		$234K Buy
+5,139
New +$224K ﹤0.01% 1613
2022
Q3 		– Sell
-9,390
Closed -$428K – 1741
2022
Q2 		$428K Buy
9,390
+302
+3% +$19.6K ﹤0.01% 1278
2022
Q1 		$818K Buy
9,088
+628
+7% +$45.6K 0.01% 990
2021
Q4 		$504K Sell
8,460
-2,206
-21% -$111K ﹤0.01% 1245
2021
Q3 		$522K Buy
10,666
+2,374
+29% +$100K ﹤0.01% 1158
2021
Q2 		$305K Buy
8,292
+1,539
+23% +$56K ﹤0.01% 1340
2021
Q1 		$219K Buy
+6,753
New +$171K ﹤0.01% 1372

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AE Wealth Management increased its Alcoa (AA) stake by 109% in Q2 2026, buying an estimated $379K and bringing the position to 10,866 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

AE Wealth Management first reported a position in AA in Q1 2021 and has held it in 12 quarters since. The position peaked at $818K in Q1 2022. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • AE Wealth Management held 10,866 shares of Alcoa worth $567K as of Q2 2026.
  • AE Wealth Management bought 5,663 Alcoa shares in Q2 2026, an estimated $379K.
  • Alcoa made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1164 holding.
  • AE Wealth Management first reported a position in Alcoa in Q1 2021 and has held it in 12 quarters since.
  • AE Wealth Management's Alcoa position peaked at $818K in Q1 2022.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.