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
Q2 		$2.86M Sell
54,779
-6,083
-10% -$407K 0.08% 275
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 $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

Moran Wealth Management's AA Position: Q2 2026 in Review

Moran Wealth Management reduced its Alcoa (AA) stake by 10% in Q2 2026, selling an estimated $407K and leaving 54,779 shares worth $2.86M. The position accounts for 0.08% of the portfolio, ranked #275.

Moran Wealth Management first reported a position in AA in Q4 2022 and has held it in 6 quarters since. The position peaked at $4.04M in Q1 2026. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Moran Wealth Management held 54,779 shares of Alcoa worth $2.86M as of Q2 2026.
  • Moran Wealth Management sold 6,083 Alcoa shares in Q2 2026, an estimated $407K.
  • Alcoa made up 0.08% of Moran Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Moran Wealth Management first reported a position in Alcoa in Q4 2022 and has held it in 6 quarters since.
  • Moran Wealth Management's Alcoa position peaked at $4.04M in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.