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Asset Planning Inc’s Alcoa AA Stock Holding History

Asset Planning Inc’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 		$1.51K Buy
+29
New +$1.94K ﹤0.01% 314

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

Asset Planning Inc's AA Position: Q2 2026 in Review

Asset Planning Inc opened a new position in Alcoa (AA) in Q2 2026: 29 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #314 among its holdings.

709 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Asset Planning Inc held 29 shares of Alcoa worth $1.51K as of Q2 2026.
  • Alcoa was a new Asset Planning Inc position in Q2 2026.
  • Alcoa made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #314 holding.
  • 709 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.