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 New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's AA Position: Q1 2026 in Review

Creative Planning increased its Alcoa (AA) stake by 32% in Q1 2026, buying an estimated $1.71M and bringing the position to 115,693 shares worth $7.67M. The position accounts for 0.01% of the portfolio, ranked #874.

Creative Planning first reported a position in AA in Q2 2013 and has held it in 46 quarters since. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

Creative Planning held 115,693 shares of Alcoa worth $7.67M as of Q1 2026.
Creative Planning bought 27,938 Alcoa shares in Q1 2026, an estimated $1.71M.
Alcoa made up 0.01% of Creative Planning's portfolio in Q1 2026, its #874 holding.
Creative Planning first reported a position in Alcoa in Q2 2013 and has held it in 46 quarters since.
755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.