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Cornerstone Planning Group’s Alcoa AA Stock Holding History

Cornerstone Planning Group’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 		$1.11K Sell
24
-24
-50% -$1.61K ﹤0.01% 1472
2026
Q1 		$3.03K Buy
48
+27
+129% +$1.66K ﹤0.01% 1210
2025
Q4 		$1.26K Sell
21
-156
-88% -$6.38K ﹤0.01% 1297
2025
Q3 		$13.1K Buy
+177
New +$5.5K ﹤0.01% 699
2025
Q1 		– Sell
-22
Closed -$769 – 1554
2024
Q4 		$769 Buy
22
+8
+57% +$332 ﹤0.01% 1021
2024
Q3 		$573 Buy
+14
New +$477 ﹤0.01% 1054

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

Cornerstone Planning Group's AA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Alcoa (AA) stake by 50% in Q2 2026, selling an estimated $1.61K and leaving 24 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Cornerstone Planning Group first reported a position in AA in Q3 2024 and has held it in 6 quarters since. The position peaked at $13.1K in Q3 2025. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Cornerstone Planning Group held 24 shares of Alcoa worth $1.11K as of Q2 2026.
  • Cornerstone Planning Group sold 24 Alcoa shares in Q2 2026, an estimated $1.61K.
  • Alcoa made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1472 holding.
  • Cornerstone Planning Group first reported a position in Alcoa in Q3 2024 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Alcoa position peaked at $13.1K in Q3 2025.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.