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Clearstead Advisors’s Alcoa AA Stock Holding History

Clearstead 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 		$13.9K Sell
266
-3,846
-94% -$258K ﹤0.01% 1894
2026
Q1 		$273K Buy
4,112
+3,021
+277% +$185K ﹤0.01% 896
2025
Q4 		$58K Buy
1,091
+742
+213% +$30.4K ﹤0.01% 1339
2025
Q3 		$11.5K Buy
349
+2
+0.6% +$62 ﹤0.01% 1884
2025
Q2 		$10.2K Sell
347
-223
-39% -$6.02K ﹤0.01% 1884
2025
Q1 		$17.4K Buy
+570
New +$20K ﹤0.01% 1463
2023
Q4 		– Sell
-120
Closed -$3.49K – 1515
2023
Q3 		$3.49K Buy
+120
New +$3.76K ﹤0.01% 1128
2022
Q3 		– Sell
-53
Closed -$2K – 1235
2022
Q2 		$2K Hold
53
– – ﹤0.01% 1084
2022
Q1 		$5K Hold
53
– – ﹤0.01% 1068
2021
Q4 		$3K Hold
53
– – ﹤0.01% 1045
2021
Q3 		$3K Hold
53
– – ﹤0.01% 1067
2021
Q2 		$2K Hold
53
– – ﹤0.01% 1007
2021
Q1 		$2K Hold
53
– – ﹤0.01% 948
2020
Q4 		$1K Sell
53
-45
-46% -$783 ﹤0.01% 913
2020
Q3 		$1K Buy
98
+1
+1% +$13 ﹤0.01% 833
2020
Q2 		$1K Hold
97
– – ﹤0.01% 758
2020
Q1 		$1K Buy
+97
New +$1.33K ﹤0.01% 744

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

Clearstead Advisors's AA Position: Q2 2026 in Review

Clearstead Advisors reduced its Alcoa (AA) stake by 94% in Q2 2026, selling an estimated $258K and leaving 266 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Clearstead Advisors first reported a position in AA in Q1 2020 and has held it in 17 quarters since. The position peaked at $273K in Q1 2026. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Clearstead Advisors held 266 shares of Alcoa worth $13.9K as of Q2 2026.
  • Clearstead Advisors sold 3,846 Alcoa shares in Q2 2026, an estimated $258K.
  • Alcoa made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1894 holding.
  • Clearstead Advisors first reported a position in Alcoa in Q1 2020 and has held it in 17 quarters since.
  • Clearstead Advisors's Alcoa position peaked at $273K in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.