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
2022
Q4 		– Sell
-18,500
Closed -$622K – 1024
2022
Q3 		$622K Sell
18,500
-2,900
-14% -$135K 0.01% 491
2022
Q2 		$975K Sell
21,400
-12,300
-36% -$798K 0.01% 361
2022
Q1 		$3.03M Sell
33,700
-6,300
-16% -$458K 0.03% 209
2021
Q4 		$2.37M Sell
40,000
-94,200
-70% -$4.72M 0.03% 243
2021
Q3 		$6.57M Sell
134,200
-20,000
-13% -$845K 0.09% 124
2021
Q2 		$5.68M Buy
+154,200
New +$5.61M 0.08% 142

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.