Optima Capital’s Alcoa AA Stock Holding History

Optima Capital’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	–	Sell	-14	Closed	-$744	–	160
2025 Q4	$744	Buy	+14	New	+$573	﹤0.01%	1016

Other funds holding AA

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

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 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optima Capital's AA Position: Q1 2026 in Review

Optima Capital sold out of Alcoa (AA) in Q1 2026, closing a stake of 14 shares — an estimated $744 sold.

Optima Capital first reported a position in AA in Q4 2025 and held it in 1 quarter. The position peaked at $744 in Q4 2025. 756 funds tracked by Wall St. Rank hold AA as of Q1 2026.

Optima Capital reported no remaining Alcoa position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 14 Alcoa shares in Q1 2026, an estimated $744.
Optima Capital first reported a position in Alcoa in Q4 2025 and held it in 1 quarter.
Optima Capital's Alcoa position peaked at $744 in Q4 2025.
756 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.