MWM
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Moran Wealth Management’s Alcoa AA Stock Holding History

Moran Wealth Management’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 		$4.04M Buy
60,862
+11,346
+23% +$696K 0.12% 226
2025
Q4 		$2.63M Buy
+49,516
New +$2.03M 0.08% 261
2023
Q3 		– Sell
-6,355
Closed -$216K – 367
2023
Q2 		$216K Sell
6,355
-5,943
-48% -$216K 0.01% 369
2023
Q1 		$523K Buy
12,298
+152
+1% +$7.33K 0.02% 297
2022
Q4 		$552K Buy
+12,146
New +$529K 0.02% 293

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

Moran Wealth Management's AA Position: Q1 2026 in Review

Moran Wealth Management increased its Alcoa (AA) stake by 23% in Q1 2026, buying an estimated $696K and bringing the position to 60,862 shares worth $4.04M. The position accounts for 0.12% of the portfolio, ranked #226.

Moran Wealth Management first reported a position in AA in Q4 2022 and has held it in 5 quarters since. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Moran Wealth Management held 60,862 shares of Alcoa worth $4.04M as of Q1 2026.
  • Moran Wealth Management bought 11,346 Alcoa shares in Q1 2026, an estimated $696K.
  • Alcoa made up 0.12% of Moran Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Moran Wealth Management first reported a position in Alcoa in Q4 2022 and has held it in 5 quarters since.
  • 755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.