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
Q3 		$827K Sell
19,690
-16,597
-46% -$792K ﹤0.01% 1191
2026
Q2 		$1.89M Buy
36,287
+7,553
+26% +$506K 0.01% 816
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% 737
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Lido Advisors's AA Position: Q3 2026 in Review

Lido Advisors reduced its Alcoa (AA) stake by 46% in Q3 2026, selling an estimated $792K and leaving 19,690 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Lido Advisors first reported a position in AA in Q2 2021 and has held it in 22 quarters since. The position peaked at $7.59M in Q3 2021. 439 funds tracked by Wall St. Rank hold AA as of Q3 2026.

  • Lido Advisors held 19,690 shares of Alcoa worth $827K as of Q3 2026.
  • Lido Advisors sold 16,597 Alcoa shares in Q3 2026, an estimated $792K.
  • Alcoa made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1191 holding.
  • Lido Advisors first reported a position in Alcoa in Q2 2021 and has held it in 22 quarters since.
  • Lido Advisors's Alcoa position peaked at $7.59M in Q3 2021.
  • 439 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.