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Mount Yale Investment Advisors’s Alcoa AA Stock Holding History

Mount Yale Investment Advisors’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 		$960K Sell
14,477
-3,280
-18% -$201K 0.02% 531
2025
Q4 		$944K Buy
+17,757
New +$727K 0.05% 325
2025
Q3 		– Sell
-86
Closed -$2.54K – 673
2025
Q2 		$2.54K Buy
+86
New +$2.32K ﹤0.01% 1308
2021
Q3 		– Sell
-7,080
Closed -$261K – 458
2021
Q2 		$261K Buy
7,080
+13
+0.2% +$473 0.03% 354
2021
Q1 		$230K Buy
+7,067
New +$179K 0.03% 375

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's AA Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Alcoa (AA) stake by 18% in Q1 2026, selling an estimated $201K and leaving 14,477 shares worth $960K. The position accounts for 0.02% of the portfolio, ranked #531.

Mount Yale Investment Advisors first reported a position in AA in Q1 2021 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Mount Yale Investment Advisors held 14,477 shares of Alcoa worth $960K as of Q1 2026.
  • Mount Yale Investment Advisors sold 3,280 Alcoa shares in Q1 2026, an estimated $201K.
  • Alcoa made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #531 holding.
  • Mount Yale Investment Advisors first reported a position in Alcoa in Q1 2021 and has held it in 5 quarters since.
  • 758 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.