JSW
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Journey Strategic Wealth’s Alcoa AA Stock Holding History

Journey Strategic 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
Q1 		$416K Buy
6,271
+1,187
+23% +$72.8K 0.01% 401
2025
Q4 		$270K Buy
+5,084
New +$208K 0.01% 549
2023
Q4 		– Sell
-7,532
Closed -$219K – 232
2023
Q3 		$219K Buy
+7,532
New +$236K 0.01% 156
2023
Q2 		– Sell
-5,032
Closed -$214K – 201
2023
Q1 		$214K Buy
5,032
+4
+0.1% +$193 0.02% 216
2022
Q4 		$229K Sell
5,028
-2,116
-30% -$92.1K 0.03% 183
2022
Q3 		$240K Buy
7,144
+2,144
+43% +$100K 0.03% 128
2022
Q2 		$228K Buy
+5,000
New +$324K 0.03% 94

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Journey Strategic Wealth's AA Position: Q1 2026 in Review

Journey Strategic Wealth increased its Alcoa (AA) stake by 23% in Q1 2026, buying an estimated $72.8K and bringing the position to 6,271 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #401.

Journey Strategic Wealth first reported a position in AA in Q2 2022 and has held it in 7 quarters since. 762 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Journey Strategic Wealth held 6,271 shares of Alcoa worth $416K as of Q1 2026.
  • Journey Strategic Wealth bought 1,187 Alcoa shares in Q1 2026, an estimated $72.8K.
  • Alcoa made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #401 holding.
  • Journey Strategic Wealth first reported a position in Alcoa in Q2 2022 and has held it in 7 quarters since.
  • 762 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.