Cerity Partners
AA icon

Cerity Partners’s Alcoa AA Stock Holding History

Cerity Partners’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 		$7.64M Sell
146,623
-57,253
-28% -$3.83M 0.01% 893
2026
Q1 		$13.5M Buy
203,876
+38,890
+24% +$2.39M 0.02% 569
2025
Q4 		$8.77M Buy
164,986
+108,373
+191% +$4.43M 0.01% 693
2025
Q3 		$1.86M Buy
56,613
+11,040
+24% +$343K ﹤0.01% 1326
2025
Q2 		$1.34M Buy
45,573
+15,557
+52% +$420K ﹤0.01% 1391
2025
Q1 		$915K Buy
30,016
+10,558
+54% +$370K ﹤0.01% 1467
2024
Q4 		$746K Sell
19,458
-6,748
-26% -$280K ﹤0.01% 1555
2024
Q3 		$1.01M Buy
26,206
+10,314
+65% +$351K ﹤0.01% 1389
2024
Q2 		$632K Sell
15,892
-7,081
-31% -$274K ﹤0.01% 1427
2024
Q1 		$776K Buy
+22,973
New +$672K ﹤0.01% 1395
2023
Q2 		– Sell
-2,612
Closed -$753K – 1629
2023
Q1 		$753K Buy
+2,612
New +$126K ﹤0.01% 1107

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

Cerity Partners's AA Position: Q2 2026 in Review

Cerity Partners reduced its Alcoa (AA) stake by 28% in Q2 2026, selling an estimated $3.83M and leaving 146,623 shares worth $7.64M. The position accounts for 0.01% of the portfolio, ranked #893.

Cerity Partners first reported a position in AA in Q1 2023 and has held it in 11 quarters since. The position peaked at $13.5M in Q1 2026. 709 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Cerity Partners held 146,623 shares of Alcoa worth $7.64M as of Q2 2026.
  • Cerity Partners sold 57,253 Alcoa shares in Q2 2026, an estimated $3.83M.
  • Alcoa made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #893 holding.
  • Cerity Partners first reported a position in Alcoa in Q1 2023 and has held it in 11 quarters since.
  • Cerity Partners's Alcoa position peaked at $13.5M in Q1 2026.
  • 709 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.