Baron Wealth Management
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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
Q3 		$222K Sell
5,293
-3,751
-41% -$179K 0.06% 272
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Baron Wealth Management's AA Position: Q3 2026 in Review

Baron Wealth Management reduced its Alcoa (AA) stake by 41% in Q3 2026, selling an estimated $179K and leaving 5,293 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #272.

Baron Wealth Management first reported a position in AA in Q4 2025 and has held it in 4 quarters since. The position peaked at $599K in Q1 2026. 325 funds tracked by Wall St. Rank hold AA as of Q3 2026.

  • Baron Wealth Management held 5,293 shares of Alcoa worth $222K as of Q3 2026.
  • Baron Wealth Management sold 3,751 Alcoa shares in Q3 2026, an estimated $179K.
  • Alcoa made up 0.06% of Baron Wealth Management's portfolio in Q3 2026, its #272 holding.
  • Baron Wealth Management first reported a position in Alcoa in Q4 2025 and has held it in 4 quarters since.
  • Baron Wealth Management's Alcoa position peaked at $599K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.