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Capital A Wealth Management’s Alcoa AA Stock Holding History

Capital A 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
2025
Q2 		$2.01K Sell
59
-60
-50% -$1.62K 0.02% 327
2025
Q1 		$3.62K Sell
119
-120
-50% -$4.2K ﹤0.01% 415
2024
Q4 		$9.02K Buy
+239
New +$9.93K 0.02% 318

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital A Wealth Management's AA Position: Q2 2025 in Review

Capital A Wealth Management reduced its Alcoa (AA) stake by 50% in Q2 2025, selling an estimated $1.62K and leaving 59 shares worth $2.01K. The position accounts for 0.02% of the portfolio, ranked #327.

Capital A Wealth Management first reported a position in AA in Q4 2024 and has held it in 3 quarters since. The position peaked at $9.02K in Q4 2024. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

  • Capital A Wealth Management held 59 shares of Alcoa worth $2.01K as of Q2 2025.
  • Capital A Wealth Management sold 60 Alcoa shares in Q2 2025, an estimated $1.62K.
  • Alcoa made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #327 holding.
  • Capital A Wealth Management first reported a position in Alcoa in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Alcoa position peaked at $9.02K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.