Creative Planning
AA icon

Creative Planning’s Alcoa AA Stock Holding History

Creative Planning’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
2015
Q1 		– Sell
-166
Closed -$1K – 4188
2014
Q4 		$1K Buy
+166
New +$6.43K ﹤0.01% 3936

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

Creative Planning's AA Position: Q2 2026 in Review

Creative Planning reduced its Alcoa (AA) stake by 8.4% in Q2 2026, selling an estimated $652K and leaving 105,955 shares worth $5.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Creative Planning first reported a position in AA in Q2 2013 and has held it in 47 quarters since. The position peaked at $7.67M in Q1 2026. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Creative Planning held 105,955 shares of Alcoa worth $5.52M as of Q2 2026.
  • Creative Planning sold 9,738 Alcoa shares in Q2 2026, an estimated $652K.
  • Alcoa made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1329 holding.
  • Creative Planning first reported a position in Alcoa in Q2 2013 and has held it in 47 quarters since.
  • Creative Planning's Alcoa position peaked at $7.67M in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.