Millstone Evans Group’s Alcoa AA Stock Holding History

Millstone Evans 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
2025 Q3	–	Sell	-266	Closed	-$7.85K	–	835
2025 Q2	$7.85K	Hold	266	–	–	0.01%	549
2025 Q1	$8.11K	Hold	266	–	–	0.01%	540
2024 Q4	$10K	Buy	+266	New	+$11.1K	0.01%	498

Other funds holding AA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millstone Evans Group's AA Position: Q3 2025 in Review

Millstone Evans Group sold out of Alcoa (AA) in Q3 2025, closing a stake of 266 shares — an estimated $7.85K sold.

Millstone Evans Group first reported a position in AA in Q4 2024 and held it in 3 quarters. The position peaked at $10K in Q4 2024. 514 funds tracked by Wall St. Rank hold AA as of Q3 2025.

Millstone Evans Group reported no remaining Alcoa position as of Q3 2025 after selling out during the quarter.
Millstone Evans Group sold 266 Alcoa shares in Q3 2025, an estimated $7.85K.
Millstone Evans Group first reported a position in Alcoa in Q4 2024 and held it in 3 quarters.
Millstone Evans Group's Alcoa position peaked at $10K in Q4 2024.
514 funds tracked by Wall St. Rank held Alcoa as of Q3 2025.

Based on Millstone Evans Group's 13F filing for Q3 2025, filed 30 Oct 2025.