Caldwell Sutter Capital’s Alcoa AA Stock Holding History

Caldwell Sutter Capital’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	$3.12K	Sell	60 -26	-30%	-$1.74K	﹤0.01%	754
2026 Q1	$5.69K	Hold	86	–	–	﹤0.01%	628
2025 Q4	$4.56K	Hold	86	–	–	﹤0.01%	642
2025 Q3	$2.82K	Hold	86	–	–	﹤0.01%	702
2025 Q2	$2.53K	Hold	86	–	–	﹤0.01%	694
2025 Q1	$2.61K	Buy	86 +1	+1%	+$35	﹤0.01%	700
2024 Q4	$3.23K	Hold	85	–	–	﹤0.01%	695
2024 Q3	$3.29K	Hold	85	–	–	﹤0.01%	698
2024 Q2	$3.39K	Hold	85	–	–	﹤0.01%	690
2024 Q1	$2.88K	Hold	85	–	–	﹤0.01%	708
2023 Q4	$2.9K	Hold	85	–	–	﹤0.01%	707
2023 Q3	$2.47K	Hold	85	–	–	﹤0.01%	700
2023 Q2	$2.88K	Buy	85 +52	+158%	+$1.89K	﹤0.01%	684
2023 Q1	$1.4K	Buy	+33	New	+$1.59K	﹤0.01%	509

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Sutter Capital's AA Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Alcoa (AA) stake by 30% in Q2 2026, selling an estimated $1.74K and leaving 60 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Caldwell Sutter Capital first reported a position in AA in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.69K in Q1 2026. 713 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Caldwell Sutter Capital held 60 shares of Alcoa worth $3.12K as of Q2 2026.
Caldwell Sutter Capital sold 26 Alcoa shares in Q2 2026, an estimated $1.74K.
Alcoa made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #754 holding.
Caldwell Sutter Capital first reported a position in Alcoa in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Alcoa position peaked at $5.69K in Q1 2026.
713 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.