Lido Advisors
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Lido Advisors’s Alcoa AA Stock Holding History

Lido 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
Q1 		$1.91M Buy
28,734
+8,196
+40% +$503K 0.01% 726
2025
Q4 		$1.05M Buy
20,538
+121
+0.6% +$4.95K ﹤0.01% 988
2025
Q3 		$672K Sell
20,417
-514
-2% -$16K ﹤0.01% 1108
2025
Q2 		$618K Buy
20,931
+211
+1% +$5.7K ﹤0.01% 1033
2025
Q1 		$632K Sell
20,720
-861
-4% -$30.1K ﹤0.01% 943
2024
Q4 		$815K Sell
21,581
-10,243
-32% -$426K ﹤0.01% 837
2024
Q3 		$1.23M Buy
31,824
+11,024
+53% +$376K 0.01% 629
2024
Q2 		$827K Sell
20,800
-626
-3% -$24.2K ﹤0.01% 736
2024
Q1 		$724K Sell
21,426
-1,851
-8% -$54.1K ﹤0.01% 766
2023
Q4 		$791K Sell
23,277
-2,553
-10% -$69.1K 0.01% 705
2023
Q3 		$751K Buy
25,830
+3,957
+18% +$124K 0.01% 624
2023
Q2 		$742K Sell
21,873
-56
-0.3% -$2.04K 0.01% 615
2023
Q1 		$933K Sell
21,929
-33,852
-61% -$1.63M 0.01% 494
2022
Q4 		$2.54M Buy
55,781
+14,376
+35% +$626K 0.03% 254
2022
Q3 		$1.39M Buy
41,405
+15,237
+58% +$711K 0.02% 310
2022
Q2 		$1.19M Sell
26,168
-12,190
-32% -$791K 0.02% 309
2022
Q1 		$3.45M Sell
38,358
-6,299
-14% -$457K 0.04% 183
2021
Q4 		$2.64M Sell
44,657
-110,449
-71% -$5.53M 0.03% 230
2021
Q3 		$7.59M Sell
155,106
-500
-0.3% -$21.1K 0.11% 106
2021
Q2 		$5.73M Buy
+155,606
New +$5.66M 0.08% 140

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors's AA Position: Q1 2026 in Review

Lido Advisors increased its Alcoa (AA) stake by 40% in Q1 2026, buying an estimated $503K and bringing the position to 28,734 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #726.

Lido Advisors first reported a position in AA in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.59M in Q3 2021. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Lido Advisors held 28,734 shares of Alcoa worth $1.91M as of Q1 2026.
  • Lido Advisors bought 8,196 Alcoa shares in Q1 2026, an estimated $503K.
  • Alcoa made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #726 holding.
  • Lido Advisors first reported a position in Alcoa in Q2 2021 and has held it in 20 quarters since.
  • Lido Advisors's Alcoa position peaked at $7.59M in Q3 2021.
  • 755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.