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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's AA Position: Q1 2026 in Review

EP Wealth Advisors reduced its Alcoa (AA) stake by 12% in Q1 2026, selling an estimated $108K and leaving 13,061 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

EP Wealth Advisors first reported a position in AA in Q2 2025 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

EP Wealth Advisors held 13,061 shares of Alcoa worth $866K as of Q1 2026.
EP Wealth Advisors sold 1,764 Alcoa shares in Q1 2026, an estimated $108K.
Alcoa made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #683 holding.
EP Wealth Advisors first reported a position in Alcoa in Q2 2025 and has held it in 3 quarters since.
755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.