Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Alcoa AA Stock Holding History

Kovitz Investment Group Partners’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
Q3 		– Sell
-8,845
Closed -$261K – 1394
2025
Q2 		$261K Sell
8,845
-72,927
-89% -$1.97M ﹤0.01% 1187
2025
Q1 		$2.49M Buy
81,772
+4,134
+5% +$145K 0.01% 540
2024
Q4 		$2.94M Sell
77,638
-1,769
-2% -$73.5K 0.01% 501
2024
Q3 		$3.05M Buy
+79,407
New +$2.71M 0.02% 421

Other funds holding AA

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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
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
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovitz Investment Group Partners's AA Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Alcoa (AA) in Q3 2025, closing a stake of 8,845 shares — an estimated $261K sold.

Kovitz Investment Group Partners first reported a position in AA in Q3 2024 and held it in 4 quarters. The position peaked at $3.05M in Q3 2024. 516 funds tracked by Wall St. Rank hold AA as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Alcoa position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,845 Alcoa shares in Q3 2025, an estimated $261K.
  • Kovitz Investment Group Partners first reported a position in Alcoa in Q3 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Alcoa position peaked at $3.05M in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Alcoa as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.