EWM
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Evermay Wealth Management’s Alcoa AA Stock Holding History

Evermay 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
2026
Q2 		$470 Buy
+9
New +$603 ﹤0.01% 628
2025
Q4 		– Sell
-65
Closed -$2.14K – 572
2025
Q3 		$2.14K Hold
65
– – ﹤0.01% 495
2025
Q2 		$1.92K Sell
65
-37
-36% -$999 ﹤0.01% 506
2025
Q1 		$3.11K Hold
102
– – ﹤0.01% 500
2024
Q4 		$3.85K Hold
102
– – ﹤0.01% 495
2024
Q3 		$3.94K Hold
102
– – ﹤0.01% 517
2024
Q2 		$4.06K Buy
+102
New +$3.95K ﹤0.01% 507

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

Evermay Wealth Management's AA Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Alcoa (AA) in Q2 2026: 9 shares worth $470. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in AA as recently as Q3 2025.

Evermay Wealth Management first reported a position in AA in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.06K in Q2 2024. 712 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Evermay Wealth Management held 9 shares of Alcoa worth $470 as of Q2 2026.
  • Alcoa was a new Evermay Wealth Management position in Q2 2026.
  • Alcoa made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #628 holding.
  • Evermay Wealth Management first reported a position in Alcoa in Q2 2024 and has held it in 7 quarters since.
  • Evermay Wealth Management's Alcoa position peaked at $4.06K in Q2 2024.
  • 712 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.