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Fortis Group Advisors’s Alcoa AA Stock Holding History

Fortis Group 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 		$574 Hold
11
– – ﹤0.01% 577
2026
Q1 		$730 Hold
11
– – ﹤0.01% 530
2025
Q4 		$585 Hold
11
– – ﹤0.01% 535
2025
Q3 		$362 Hold
11
– – ﹤0.01% 502
2025
Q2 		$325 Hold
11
– – ﹤0.01% 495
2025
Q1 		$336 Hold
11
– – ﹤0.01% 463
2024
Q4 		$416 Hold
11
– – ﹤0.01% 471
2024
Q3 		$424 Hold
11
– – ﹤0.01% 462
2024
Q2 		$438 Hold
11
– – ﹤0.01% 466
2024
Q1 		$372 Sell
11
-11
-50% -$322 ﹤0.01% 482
2023
Q4 		$748 Buy
22
+11
+100% +$298 ﹤0.01% 421
2023
Q3 		$320 Buy
+11
New +$345 ﹤0.01% 421
2020
Q3 		$0 Buy
+11
New +$148 ﹤0.01% 438

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

Fortis Group Advisors's AA Position: Q2 2026 in Review

Fortis Group Advisors held its Alcoa (AA) position steady in Q2 2026 at 11 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Fortis Group Advisors first reported a position in AA in Q3 2020 and has held it in 13 quarters since. The position peaked at $748 in Q4 2023. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Fortis Group Advisors held 11 shares of Alcoa worth $574 as of Q2 2026.
  • Fortis Group Advisors left its Alcoa share count unchanged in Q2 2026.
  • Alcoa made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #577 holding.
  • Fortis Group Advisors first reported a position in Alcoa in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Alcoa position peaked at $748 in Q4 2023.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

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