MorganRosel Wealth Management’s Alcoa AA Stock Holding History

MorganRosel 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
2025 Q3	–	Sell	-153	Closed	-$4.51K	–	109
2025 Q2	$4.51K	Buy	+153	New	+$4.13K	﹤0.01%	292

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

MorganRosel Wealth Management's AA Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Alcoa (AA) in Q3 2025, closing a stake of 153 shares — an estimated $4.51K sold.

MorganRosel Wealth Management first reported a position in AA in Q2 2025 and held it in 1 quarter. The position peaked at $4.51K in Q2 2025. 514 funds tracked by Wall St. Rank hold AA as of Q3 2025.

MorganRosel Wealth Management reported no remaining Alcoa position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 153 Alcoa shares in Q3 2025, an estimated $4.51K.
MorganRosel Wealth Management first reported a position in Alcoa in Q2 2025 and held it in 1 quarter.
MorganRosel Wealth Management's Alcoa position peaked at $4.51K in Q2 2025.
514 funds tracked by Wall St. Rank held Alcoa as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.