Capstone Investment Advisors
AA icon

Capstone Investment Advisors’s Alcoa AA Stock Holding History

Capstone 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
2022
Q2 		– Sell
-50,000
Closed -$4.5M – 1787
2022
Q1 		$4.5M Buy
+50,000
New +$3.63M 0.01% 746

Other funds holding AA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's AA Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Alcoa (AA) in Q1 2026: 543,665 shares worth $36.1M. The stake represents 0.06% of the portfolio and ranks #118 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AA as recently as Q3 2025.

Capstone Investment Advisors first reported a position in AA in Q2 2016 and has held it in 13 quarters since. 756 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Capstone Investment Advisors held 543,665 shares of Alcoa worth $36.1M as of Q1 2026.
  • Alcoa was a new Capstone Investment Advisors position in Q1 2026.
  • Alcoa made up 0.06% of Capstone Investment Advisors's portfolio in Q1 2026, its #118 holding.
  • Capstone Investment Advisors first reported a position in Alcoa in Q2 2016 and has held it in 13 quarters since.
  • 756 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.