CH
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Cromwell Holdings’s Alcoa AA Stock Holding History

Cromwell Holdings’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 		$3.81K Buy
73
+29
+66% +$1.94K ﹤0.01% 713
2026
Q1 		$2.92K Hold
44
– – ﹤0.01% 653
2025
Q4 		$2.34K Hold
44
– – ﹤0.01% 669
2025
Q3 		$1.45K Buy
44
+13
+42% +$404 ﹤0.01% 758
2025
Q2 		$915 Buy
31
+11
+55% +$297 ﹤0.01% 830
2025
Q1 		$610 Buy
+20
New +$700 ﹤0.01% 735

Other funds holding AA

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return