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Dogwood Wealth Management’s Alcoa AA Stock Holding History

Dogwood 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 		$9.33K Buy
179
+27
+18% +$1.81K ﹤0.01% 402
2026
Q1 		$10.1K Buy
152
+17
+13% +$1.04K ﹤0.01% 341
2025
Q4 		$7.17K Buy
+135
New +$5.52K ﹤0.01% 357
2024
Q3 		– Hold
0
– – – 529
2024
Q2 		– Hold
0
– – – 557
2024
Q1 		– Hold
0
– – – 562
2023
Q4 		– Hold
0
– – – 588

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management increased its Alcoa (AA) stake by 18% in Q2 2026, buying an estimated $1.81K and bringing the position to 179 shares worth $9.33K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Dogwood Wealth Management first reported a position in AA in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q1 2026. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Dogwood Wealth Management held 179 shares of Alcoa worth $9.33K as of Q2 2026.
  • Dogwood Wealth Management bought 27 Alcoa shares in Q2 2026, an estimated $1.81K.
  • Alcoa made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Dogwood Wealth Management first reported a position in Alcoa in Q4 2025 and has held it in 3 quarters since.
  • Dogwood Wealth Management's Alcoa position peaked at $10.1K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.