AWM
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Avaii Wealth Management’s Alcoa AA Stock Holding History

Avaii 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 		$216K Buy
+4,149
New +$278K 0.06% 166
2022
Q1 		– Sell
-8,127
Closed -$484K – 114
2021
Q4 		$484K Buy
+8,127
New +$407K 0.49% 39

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

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

Avaii Wealth Management opened a new position in Alcoa (AA) in Q2 2026: 4,149 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #166 among its holdings. This is a return to the name: Avaii Wealth Management previously reported a position in AA as recently as Q4 2021.

Avaii Wealth Management first reported a position in AA in Q4 2021 and has held it in 2 quarters since. The position peaked at $484K in Q4 2021. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Avaii Wealth Management held 4,149 shares of Alcoa worth $216K as of Q2 2026.
  • Alcoa was a new Avaii Wealth Management position in Q2 2026.
  • Alcoa made up 0.06% of Avaii Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Avaii Wealth Management first reported a position in Alcoa in Q4 2021 and has held it in 2 quarters since.
  • Avaii Wealth Management's Alcoa position peaked at $484K in Q4 2021.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

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