Carolina Wealth Advisors’s Alcoa AA Stock Holding History

Carolina Wealth 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	$19.8K	Buy	379 +143	+61%	+$9.58K	0.01%	158
2026 Q1	$15.7K	Buy	+236	New	+$14.5K	0.01%	150
2022 Q3	–	Sell	-5,627	Closed	-$256K	–	240
2022 Q2	$256K	Buy	5,627 +937	+20%	+$60.8K	0.17%	68
2022 Q1	$422K	Sell	4,690 -4,176	-47%	-$303K	0.27%	42
2021 Q4	$528K	Buy	8,866 +2,092	+31%	+$105K	0.3%	33
2021 Q3	$332K	Buy	6,774 +1,145	+20%	+$48.4K	0.22%	42
2021 Q2	$207K	Buy	5,629 +1,242	+28%	+$45.2K	0.14%	54
2021 Q1	$143K	Buy	+4,387	New	+$111K	0.1%	53

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

Carolina Wealth Advisors's AA Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Alcoa (AA) stake by 61% in Q2 2026, buying an estimated $9.58K and bringing the position to 379 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #158.

Carolina Wealth Advisors first reported a position in AA in Q1 2021 and has held it in 8 quarters since. The position peaked at $528K in Q4 2021. 709 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Carolina Wealth Advisors held 379 shares of Alcoa worth $19.8K as of Q2 2026.
Carolina Wealth Advisors bought 143 Alcoa shares in Q2 2026, an estimated $9.58K.
Alcoa made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #158 holding.
Carolina Wealth Advisors first reported a position in Alcoa in Q1 2021 and has held it in 8 quarters since.
Carolina Wealth Advisors's Alcoa position peaked at $528K in Q4 2021.
709 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.