HWM
AA icon

HB Wealth Management’s Alcoa AA Stock Holding History

HB 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 		$688K Buy
13,200
+293
+2% +$19.6K ﹤0.01% 945
2026
Q1 		$856K Buy
12,907
+3,629
+39% +$223K 0.01% 731
2025
Q4 		$493K Buy
+9,278
New +$380K ﹤0.01% 911
2025
Q1 		– Sell
-5,577
Closed -$211K – 1222
2024
Q4 		$211K Buy
+5,577
New +$232K ﹤0.01% 965
2022
Q2 		– Sell
-2,626
Closed -$236K – 575
2022
Q1 		$236K Buy
+2,626
New +$191K ﹤0.01% 520

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

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

HB Wealth Management increased its Alcoa (AA) stake by 2.3% in Q2 2026, buying an estimated $19.6K and bringing the position to 13,200 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

HB Wealth Management first reported a position in AA in Q1 2022 and has held it in 5 quarters since. The position peaked at $856K in Q1 2026. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • HB Wealth Management held 13,200 shares of Alcoa worth $688K as of Q2 2026.
  • HB Wealth Management bought 293 Alcoa shares in Q2 2026, an estimated $19.6K.
  • Alcoa made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #945 holding.
  • HB Wealth Management first reported a position in Alcoa in Q1 2022 and has held it in 5 quarters since.
  • HB Wealth Management's Alcoa position peaked at $856K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.