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Essential Partners’s Alcoa AA Stock Holding History

Essential 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 		$182K Sell
3,498
-17,027
-83% -$1.14M 0.08% 256
2026
Q1 		$1.36M Buy
20,525
+193
+0.9% +$11.8K 0.46% 48
2025
Q4 		$1.08M Buy
20,332
+3,411
+20% +$140K 0.33% 77
2025
Q3 		$557K Buy
16,921
+12
+0.1% +$373 0.18% 156
2025
Q2 		$499K Buy
+16,909
New +$457K 0.2% 157

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

Essential Partners's AA Position: Q2 2026 in Review

Essential Partners reduced its Alcoa (AA) stake by 83% in Q2 2026, selling an estimated $1.14M and leaving 3,498 shares worth $182K. The position accounts for 0.08% of the portfolio, ranked #256.

Essential Partners first reported a position in AA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q1 2026. 709 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Essential Partners held 3,498 shares of Alcoa worth $182K as of Q2 2026.
  • Essential Partners sold 17,027 Alcoa shares in Q2 2026, an estimated $1.14M.
  • Alcoa made up 0.08% of Essential Partners's portfolio in Q2 2026, its #256 holding.
  • Essential Partners first reported a position in Alcoa in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Alcoa position peaked at $1.36M in Q1 2026.
  • 709 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.