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 Q2	$580K	Sell	11,133 -3,344	-23%	-$224K	0.01%	734
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's AA Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Alcoa (AA) stake by 23% in Q2 2026, selling an estimated $224K and leaving 11,133 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #734.

Mount Yale Investment Advisors first reported a position in AA in Q1 2021 and has held it in 6 quarters since. The position peaked at $960K in Q1 2026. 713 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Mount Yale Investment Advisors held 11,133 shares of Alcoa worth $580K as of Q2 2026.
Mount Yale Investment Advisors sold 3,344 Alcoa shares in Q2 2026, an estimated $224K.
Alcoa made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #734 holding.
Mount Yale Investment Advisors first reported a position in Alcoa in Q1 2021 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Alcoa position peaked at $960K in Q1 2026.
713 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.