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Baron Wealth Management’s Alcoa AA Stock Holding History

Baron 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 		$472K Buy
9,044
+15
+0.2% +$1K 0.12% 116
2026
Q1 		$599K Buy
9,029
+121
+1% +$7.42K 0.18% 81
2025
Q4 		$473K Buy
+8,908
New +$364K 0.15% 106

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

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

Baron Wealth Management increased its Alcoa (AA) stake by 0.17% in Q2 2026, buying an estimated $1K and bringing the position to 9,044 shares worth $472K. The position accounts for 0.12% of the portfolio, ranked #116.

Baron Wealth Management first reported a position in AA in Q4 2025 and has held it in 3 quarters since. The position peaked at $599K in Q1 2026. 158 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Baron Wealth Management held 9,044 shares of Alcoa worth $472K as of Q2 2026.
  • Baron Wealth Management bought 15 Alcoa shares in Q2 2026, an estimated $1K.
  • Alcoa made up 0.12% of Baron Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Baron Wealth Management first reported a position in Alcoa in Q4 2025 and has held it in 3 quarters since.
  • Baron Wealth Management's Alcoa position peaked at $599K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.