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Avion Wealth’s Alcoa AA Stock Holding History

Avion Wealth’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 		$4K Buy
80
+20
+33% +$1.34K ﹤0.01% 824
2026
Q1 		$3K Hold
60
– – ﹤0.01% 746
2025
Q4 		$3K Sell
60
-20
-25% -$818 ﹤0.01% 754
2025
Q3 		$2K Hold
80
– – ﹤0.01% 813
2025
Q2 		$2K Buy
80
+32
+67% +$864 ﹤0.01% 771
2025
Q1 		$1K Hold
48
– – ﹤0.01% 791
2024
Q4 		$1K Buy
48
+13
+37% +$540 ﹤0.01% 788
2024
Q3 		$1K Buy
35
+15
+75% +$511 ﹤0.01% 740
2024
Q2 		$0 Hold
20
– – ﹤0.01% 860
2024
Q1 		$1K Hold
20
– – ﹤0.01% 816
2023
Q4 		$1K Buy
+20
New +$541 ﹤0.01% 650

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

Avion Wealth's AA Position: Q2 2026 in Review

Avion Wealth increased its Alcoa (AA) stake by 33% in Q2 2026, buying an estimated $1.34K and bringing the position to 80 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Avion Wealth first reported a position in AA in Q4 2023 and has held it in 11 quarters since. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Avion Wealth held 80 shares of Alcoa worth $4K as of Q2 2026.
  • Avion Wealth bought 20 Alcoa shares in Q2 2026, an estimated $1.34K.
  • Alcoa made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #824 holding.
  • Avion Wealth first reported a position in Alcoa in Q4 2023 and has held it in 11 quarters since.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.