Arkadios Wealth Advisors’s Alcoa AA Stock Holding History

Arkadios Wealth Advisors’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
2025 Q3	–	Sell	-800	Closed	-$23.6K	–	1474
2025 Q2	$23.6K	Buy	800 +100	+14%	+$2.7K	﹤0.01%	1306
2025 Q1	$21.4K	Buy	+700	New	+$24.5K	﹤0.01%	1112

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors's AA Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of Alcoa (AA) in Q1 2026, closing a stake of 5,586 shares — an estimated $297K sold.

Arkadios Wealth Advisors first reported a position in AA in Q2 2021 and held it in 6 quarters. The position peaked at $351K in Q1 2025. 763 funds tracked by Wall St. Rank hold AA as of Q1 2026.

Arkadios Wealth Advisors reported no remaining Alcoa position as of Q1 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 5,586 Alcoa shares in Q1 2026, an estimated $297K.
Arkadios Wealth Advisors first reported a position in Alcoa in Q2 2021 and held it in 6 quarters.
Arkadios Wealth Advisors's Alcoa position peaked at $351K in Q1 2025.
763 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.