EPW
AA icon

Evolve Private Wealth’s Alcoa AA Stock Holding History

Evolve Private Wealth’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 		$232K Sell
4,455
-2,146
-33% -$144K 0.01% 864
2026
Q1 		$438K Buy
6,601
+378
+6% +$23.2K 0.02% 635
2025
Q4 		$331K Buy
+6,223
New +$255K 0.02% 689

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

Evolve Private Wealth's AA Position: Q2 2026 in Review

Evolve Private Wealth reduced its Alcoa (AA) stake by 33% in Q2 2026, selling an estimated $144K and leaving 4,455 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #864.

Evolve Private Wealth first reported a position in AA in Q4 2025 and has held it in 3 quarters since. The position peaked at $438K in Q1 2026. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Evolve Private Wealth held 4,455 shares of Alcoa worth $232K as of Q2 2026.
  • Evolve Private Wealth sold 2,146 Alcoa shares in Q2 2026, an estimated $144K.
  • Alcoa made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #864 holding.
  • Evolve Private Wealth first reported a position in Alcoa in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Alcoa position peaked at $438K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.