Capstone Investment Advisors
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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 – 1789
2022
Q1 		$4.5M Buy
+50,000
New +$3.63M 0.01% 747

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

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

Capstone Investment Advisors reduced its Alcoa (AA) stake by 63% in Q2 2026, selling an estimated $22.9M and leaving 201,349 shares worth $10.5M. The position accounts for 0.02% of the portfolio, ranked #327.

Capstone Investment Advisors first reported a position in AA in Q2 2016 and has held it in 14 quarters since. The position peaked at $36.1M in Q1 2026. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Capstone Investment Advisors held 201,349 shares of Alcoa worth $10.5M as of Q2 2026.
  • Capstone Investment Advisors sold 342,316 Alcoa shares in Q2 2026, an estimated $22.9M.
  • Alcoa made up 0.02% of Capstone Investment Advisors's portfolio in Q2 2026, its #327 holding.
  • Capstone Investment Advisors first reported a position in Alcoa in Q2 2016 and has held it in 14 quarters since.
  • Capstone Investment Advisors's Alcoa position peaked at $36.1M in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.