Physician Wealth Advisors’s Alcoa AA Stock Holding History

Physician Wealth 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	$31.2K	Hold	598	–	–	﹤0.01%	543
2026 Q1	$39.6K	Buy	598 +9	+2%	+$552	0.01%	443
2025 Q4	$31.3K	Buy	589 +1	+0.2%	+$41	﹤0.01%	482
2025 Q3	$19.3K	Buy	588 +2	+0.3%	+$62	﹤0.01%	583
2025 Q2	$17.3K	Buy	586 +140	+31%	+$3.78K	﹤0.01%	543
2025 Q1	$13.6K	Buy	446 +2	+0.5%	+$70	﹤0.01%	560
2024 Q4	$16.8K	Buy	+444	New	+$18.4K	﹤0.01%	540

Other funds holding AA

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

DKAM

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's AA Position: Q2 2026 in Review

Physician Wealth Advisors held its Alcoa (AA) position steady in Q2 2026 at 598 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Physician Wealth Advisors first reported a position in AA in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.6K in Q1 2026. 104 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Physician Wealth Advisors held 598 shares of Alcoa worth $31.2K as of Q2 2026.
Physician Wealth Advisors left its Alcoa share count unchanged in Q2 2026.
Alcoa made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #543 holding.
Physician Wealth Advisors first reported a position in Alcoa in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Alcoa position peaked at $39.6K in Q1 2026.
104 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.