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Edgestream Partners’s Alcoa AA Stock Holding History

Edgestream Partners’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 		$1.02M Buy
19,555
+3,973
+25% +$266K 0.03% 670
2026
Q1 		$1.03M Sell
15,582
-51,681
-77% -$3.17M 0.03% 625
2025
Q4 		$3.57M Buy
+67,263
New +$2.75M 0.1% 362
2025
Q1 		– Sell
-27,730
Closed -$1.05M – 814
2024
Q4 		$1.05M Buy
+27,730
New +$1.15M 0.04% 559
2024
Q3 		– Sell
-32,567
Closed -$1.3M – 814
2024
Q2 		$1.3M Sell
32,567
-58,101
-64% -$2.25M 0.06% 459
2024
Q1 		$3.06M Buy
+90,668
New +$2.65M 0.15% 227
2023
Q1 		– Sell
-22,115
Closed -$1.01M – 535
2022
Q4 		$1.01M Sell
22,115
-1,200
-5% -$52.2K 0.11% 261
2022
Q3 		$785K Buy
+23,315
New +$1.09M 0.06% 300

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

Edgestream Partners's AA Position: Q2 2026 in Review

Edgestream Partners increased its Alcoa (AA) stake by 25% in Q2 2026, buying an estimated $266K and bringing the position to 19,555 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #670.

Edgestream Partners first reported a position in AA in Q3 2022 and has held it in 8 quarters since. The position peaked at $3.57M in Q4 2025. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Edgestream Partners held 19,555 shares of Alcoa worth $1.02M as of Q2 2026.
  • Edgestream Partners bought 3,973 Alcoa shares in Q2 2026, an estimated $266K.
  • Alcoa made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #670 holding.
  • Edgestream Partners first reported a position in Alcoa in Q3 2022 and has held it in 8 quarters since.
  • Edgestream Partners's Alcoa position peaked at $3.57M in Q4 2025.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.