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Measured Wealth Private Client Group’s Alcoa AA Stock Holding History

Measured Wealth Private Client Group’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
Q2 		$720K Buy
13,817
+1,166
+9% +$78.1K 0.17% 87
2026
Q1 		$839K Buy
12,651
+2,990
+31% +$183K 0.23% 66
2025
Q4 		$513K Buy
+9,661
New +$395K 0.14% 96

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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 $3.37T 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

Measured Wealth Private Client Group's AA Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Alcoa (AA) stake by 9.2% in Q2 2026, buying an estimated $78.1K and bringing the position to 13,817 shares worth $720K. The position accounts for 0.17% of the portfolio, ranked #87.

Measured Wealth Private Client Group first reported a position in AA in Q4 2025 and has held it in 3 quarters since. The position peaked at $839K in Q1 2026. 710 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Measured Wealth Private Client Group held 13,817 shares of Alcoa worth $720K as of Q2 2026.
  • Measured Wealth Private Client Group bought 1,166 Alcoa shares in Q2 2026, an estimated $78.1K.
  • Alcoa made up 0.17% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #87 holding.
  • Measured Wealth Private Client Group first reported a position in Alcoa in Q4 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's Alcoa position peaked at $839K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.