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Aegis Wealth Management (Maryland)’s Alcoa AA Stock Holding History

Aegis Wealth Management (Maryland)’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 		$521K Sell
10,000
-8
-0.1% -$536 0.25% 80
2026
Q1 		$664K Hold
10,008
– – 0.38% 56
2025
Q4 		$532K Hold
10,008
– – 0.3% 61
2025
Q3 		$329K Buy
+10,008
New +$311K 0.18% 85

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

Aegis Wealth Management (Maryland)'s AA Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Alcoa (AA) stake by 0.08% in Q2 2026, selling an estimated $536 and leaving 10,000 shares worth $521K. The position accounts for 0.25% of the portfolio, ranked #80.

Aegis Wealth Management (Maryland) first reported a position in AA in Q3 2025 and has held it in 4 quarters since. The position peaked at $664K in Q1 2026. 705 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 10,000 shares of Alcoa worth $521K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 8 Alcoa shares in Q2 2026, an estimated $536.
  • Alcoa made up 0.25% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #80 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Alcoa in Q3 2025 and has held it in 4 quarters since.
  • Aegis Wealth Management (Maryland)'s Alcoa position peaked at $664K in Q1 2026.
  • 705 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.