EHWM
AA icon

Eads & Heald Wealth Management’s Alcoa AA Stock Holding History

Eads & Heald 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
2025
Q2 		– Sell
-7,783
Closed -$237K – 135
2025
Q1 		$237K Sell
7,783
-620
-7% -$21.7K 0.12% 132
2024
Q4 		$317K Hold
8,403
– – 0.16% 122
2024
Q3 		$324K Buy
8,403
+517
+7% +$17.6K 0.15% 122
2024
Q2 		$314K Sell
7,886
-547
-6% -$21.2K 0.15% 119
2024
Q1 		$285K Sell
8,433
-536
-6% -$15.7K 0.13% 125
2023
Q4 		$305K Sell
8,969
-6,685
-43% -$181K 0.15% 121
2023
Q3 		$455K Sell
15,654
-1,165
-7% -$36.5K 0.24% 111
2023
Q2 		$571K Sell
16,819
-3,275
-16% -$119K 0.28% 106
2023
Q1 		$855K Sell
20,094
-905
-4% -$43.6K 0.42% 92
2022
Q4 		$955K Buy
20,999
+1,520
+8% +$66.2K 0.49% 84
2022
Q3 		$656K Sell
19,479
-4,034
-17% -$188K 0.37% 98
2022
Q2 		$1.07M Buy
23,513
+210
+0.9% +$13.6K 0.58% 80
2022
Q1 		$2.1M Sell
23,303
-1,785
-7% -$130K 0.97% 49
2021
Q4 		$1.5M Sell
25,088
-700
-3% -$35.1K 0.65% 73
2021
Q3 		$1.26M Buy
25,788
+320
+1% +$13.5K 0.61% 78
2021
Q2 		$938K Buy
+25,468
New +$926K 0.46% 89

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Eads & Heald Wealth Management's AA Position: Q2 2025 in Review

Eads & Heald Wealth Management sold out of Alcoa (AA) in Q2 2025, closing a stake of 7,783 shares — an estimated $237K sold.

Eads & Heald Wealth Management first reported a position in AA in Q2 2021 and held it in 16 quarters. The position peaked at $2.1M in Q1 2022. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

  • Eads & Heald Wealth Management reported no remaining Alcoa position as of Q2 2025 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 7,783 Alcoa shares in Q2 2025, an estimated $237K.
  • Eads & Heald Wealth Management first reported a position in Alcoa in Q2 2021 and held it in 16 quarters.
  • Eads & Heald Wealth Management's Alcoa position peaked at $2.1M in Q1 2022.
  • 474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.