CWM
AA icon

Consultiva Wealth Management’s Alcoa AA Stock Holding History

Consultiva Wealth Management’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 		$52.1K Buy
+1,000
New +$67K 0.12% 103
2026
Q1 		– Sell
-1,000
Closed -$53.1K – 262
2025
Q4 		$53.1K Hold
1,000
– – 0.15% 93
2025
Q3 		$32.9K Hold
1,000
– – 0.09% 112
2025
Q2 		$29.5K Hold
1,000
– – 0.09% 123
2025
Q1 		$30.5K Buy
+1,000
New +$35K 0.1% 115

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

Consultiva Wealth Management's AA Position: Q2 2026 in Review

Consultiva Wealth Management opened a new position in Alcoa (AA) in Q2 2026: 1,000 shares worth $52.1K. The stake represents 0.12% of the portfolio and ranks #103 among its holdings. This is a return to the name: Consultiva Wealth Management previously reported a position in AA as recently as Q4 2025.

Consultiva Wealth Management first reported a position in AA in Q1 2025 and has held it in 5 quarters since. The position peaked at $53.1K in Q4 2025. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Consultiva Wealth Management held 1,000 shares of Alcoa worth $52.1K as of Q2 2026.
  • Alcoa was a new Consultiva Wealth Management position in Q2 2026.
  • Alcoa made up 0.12% of Consultiva Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Consultiva Wealth Management first reported a position in Alcoa in Q1 2025 and has held it in 5 quarters since.
  • Consultiva Wealth Management's Alcoa position peaked at $53.1K in Q4 2025.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.