EWA
AA icon

EverSource Wealth Advisors’s Alcoa AA Stock Holding History

EverSource 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 		$230K Sell
4,412
-1,071
-20% -$71.7K 0.01% 934
2026
Q1 		$364K Buy
5,483
+886
+19% +$54.4K 0.01% 753
2025
Q4 		$244K Buy
4,597
+2,433
+112% +$99.6K 0.01% 857
2025
Q3 		$71.2K Buy
2,164
+124
+6% +$3.85K ﹤0.01% 1458
2025
Q2 		$60.2K Buy
2,040
+1,295
+174% +$35K ﹤0.01% 1504
2025
Q1 		$22.7K Buy
745
+427
+134% +$14.9K ﹤0.01% 1627
2024
Q4 		$12K Buy
318
+46
+17% +$1.91K ﹤0.01% 1895
2024
Q3 		$10.5K Buy
272
+77
+39% +$2.62K ﹤0.01% 1837
2024
Q2 		$6.44K Sell
195
-46
-19% -$1.78K ﹤0.01% 2110
2024
Q1 		$8.47K Buy
241
+82
+52% +$2.4K ﹤0.01% 1780
2023
Q4 		$5.41K Sell
159
-244
-61% -$6.6K ﹤0.01% 1825
2023
Q3 		$11.7K Buy
403
+92
+30% +$2.88K ﹤0.01% 1359
2023
Q2 		$10.6K Buy
311
+89
+40% +$3.23K ﹤0.01% 1415
2023
Q1 		$9.45K Buy
+222
New +$10.7K ﹤0.01% 1390
2022
Q3 		– Sell
-25
Closed -$1K – 1957
2022
Q2 		$1K Buy
+25
New +$1.62K ﹤0.01% 1613

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its Alcoa (AA) stake by 20% in Q2 2026, selling an estimated $71.7K and leaving 4,412 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #934.

EverSource Wealth Advisors first reported a position in AA in Q2 2022 and has held it in 15 quarters since. The position peaked at $364K in Q1 2026. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • EverSource Wealth Advisors held 4,412 shares of Alcoa worth $230K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,071 Alcoa shares in Q2 2026, an estimated $71.7K.
  • Alcoa made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #934 holding.
  • EverSource Wealth Advisors first reported a position in Alcoa in Q2 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Alcoa position peaked at $364K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.