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EP Wealth Advisors’s Alcoa AA Stock Holding History

EP Wealth Advisors’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 		$672K Sell
12,881
-180
-1% -$12.1K ﹤0.01% 898
2026
Q1 		$866K Sell
13,061
-1,764
-12% -$108K ﹤0.01% 683
2025
Q4 		$788K Buy
+14,825
New +$607K ﹤0.01% 691
2025
Q2 		$350K Buy
+11,863
New +$320K ﹤0.01% 932

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

EP Wealth Advisors's AA Position: Q2 2026 in Review

EP Wealth Advisors reduced its Alcoa (AA) stake by 1.4% in Q2 2026, selling an estimated $12.1K and leaving 12,881 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

EP Wealth Advisors first reported a position in AA in Q2 2025 and has held it in 4 quarters since. The position peaked at $866K in Q1 2026. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • EP Wealth Advisors held 12,881 shares of Alcoa worth $672K as of Q2 2026.
  • EP Wealth Advisors sold 180 Alcoa shares in Q2 2026, an estimated $12.1K.
  • Alcoa made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #898 holding.
  • EP Wealth Advisors first reported a position in Alcoa in Q2 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's Alcoa position peaked at $866K in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.