Heartwood Wealth Advisors’s Alcoa AA Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-1,607	Closed	-$52.9K	–	203
2025 Q3	$52.9K	Buy	+1,607	New	+$50K	﹤0.01%	301

Other funds holding AA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Heartwood Wealth Advisors's AA Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Alcoa (AA) in Q4 2025, closing a stake of 1,607 shares — an estimated $52.9K sold.

Heartwood Wealth Advisors first reported a position in AA in Q3 2025 and held it in 1 quarter. The position peaked at $52.9K in Q3 2025. 637 funds tracked by Wall St. Rank hold AA as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Alcoa position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,607 Alcoa shares in Q4 2025, an estimated $52.9K.
Heartwood Wealth Advisors first reported a position in Alcoa in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Alcoa position peaked at $52.9K in Q3 2025.
637 funds tracked by Wall St. Rank held Alcoa as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.