Operose Advisors’s Alcoa AA Stock Holding History

Operose 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	–	Sell	-20	Closed	-$1.33K	–	523
2026 Q1	$1.33K	Buy	+20	New	+$1.23K	﹤0.01%	525

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 $3.37T AUM 44.26% 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

Operose Advisors's AA Position: Q2 2026 in Review

Operose Advisors sold out of Alcoa (AA) in Q2 2026, closing a stake of 20 shares — an estimated $1.33K sold.

Operose Advisors first reported a position in AA in Q1 2026 and held it in 1 quarter. The position peaked at $1.33K in Q1 2026. 709 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Operose Advisors reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
Operose Advisors sold 20 Alcoa shares in Q2 2026, an estimated $1.33K.
Operose Advisors first reported a position in Alcoa in Q1 2026 and held it in 1 quarter.
Operose Advisors's Alcoa position peaked at $1.33K in Q1 2026.
709 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.