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Principia Wealth Advisory’s Alcoa AA Stock Holding History

Principia Wealth Advisory’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 		$469 Sell
9
-1
-10% -$67 ﹤0.01% 903
2026
Q1 		$663 Buy
10
+5
+100% +$307 ﹤0.01% 798
2025
Q4 		$266 Buy
5
+2
+67% +$82 ﹤0.01% 897
2025
Q3 		$99 Hold
3
– – ﹤0.01% 932
2025
Q2 		$89 Hold
3
– – ﹤0.01% 917
2025
Q1 		$78 Hold
3
– – ﹤0.01% 818
2024
Q4 		$113 Buy
+3
New +$125 ﹤0.01% 762

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principia Wealth Advisory's AA Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Alcoa (AA) stake by 10% in Q2 2026, selling an estimated $67 and leaving 9 shares worth $469. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Principia Wealth Advisory first reported a position in AA in Q4 2024 and has held it in 7 quarters since. The position peaked at $663 in Q1 2026. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Principia Wealth Advisory held 9 shares of Alcoa worth $469 as of Q2 2026.
  • Principia Wealth Advisory sold 1 Alcoa share in Q2 2026, an estimated $67.
  • Alcoa made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #903 holding.
  • Principia Wealth Advisory first reported a position in Alcoa in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Alcoa position peaked at $663 in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.