EPG Wealth Management’s Alcoa AA Stock Holding History

EPG 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	-700	Closed	-$21.4K	–	311
2025 Q1	$21.4K	Buy	+700	New	+$24.5K	0.01%	339

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPG Wealth Management's AA Position: Q1 2026 in Review

EPG Wealth Management sold out of Alcoa (AA) in Q1 2026, closing a stake of 5,356 shares — an estimated $285K sold.

EPG Wealth Management first reported a position in AA in Q3 2021 and held it in 14 quarters. The position peaked at $381K in Q1 2022. 762 funds tracked by Wall St. Rank hold AA as of Q1 2026.

EPG Wealth Management reported no remaining Alcoa position as of Q1 2026 after selling out during the quarter.
EPG Wealth Management sold 5,356 Alcoa shares in Q1 2026, an estimated $285K.
EPG Wealth Management first reported a position in Alcoa in Q3 2021 and held it in 14 quarters.
EPG Wealth Management's Alcoa position peaked at $381K in Q1 2022.
762 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.