CIA
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Caerus Investment Advisors’s Alcoa AA Stock Holding History

Caerus Investment Advisors’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 		$347K Sell
6,650
-646
-9% -$43.3K 0.12% 169
2026
Q1 		$484K Buy
7,296
+10
+0.1% +$613 0.2% 97
2025
Q4 		$387K Buy
+7,286
New +$298K 0.13% 183

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

Caerus Investment Advisors's AA Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Alcoa (AA) stake by 8.9% in Q2 2026, selling an estimated $43.3K and leaving 6,650 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #169.

Caerus Investment Advisors first reported a position in AA in Q4 2025 and has held it in 3 quarters since. The position peaked at $484K in Q1 2026. 713 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Caerus Investment Advisors held 6,650 shares of Alcoa worth $347K as of Q2 2026.
  • Caerus Investment Advisors sold 646 Alcoa shares in Q2 2026, an estimated $43.3K.
  • Alcoa made up 0.12% of Caerus Investment Advisors's portfolio in Q2 2026, its #169 holding.
  • Caerus Investment Advisors first reported a position in Alcoa in Q4 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Alcoa position peaked at $484K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.