Private Wealth Management Group’s Alcoa AA Stock Holding History

Private Wealth Management Group’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	$991	Hold	19	–	–	﹤0.01%	1310
2026 Q1	$1.26K	Hold	19	–	–	﹤0.01%	1196
2025 Q4	$1.01K	Hold	19	–	–	﹤0.01%	1267
2025 Q3	$625	Hold	19	–	–	﹤0.01%	1392
2025 Q2	$561	Sell	19 -460	-96%	-$12.4K	﹤0.01%	1408
2025 Q1	$14.6K	Sell	479 -4	-0.8%	-$140	0.01%	368
2024 Q4	$18.2K	Hold	483	–	–	0.01%	321
2024 Q3	$18.6K	Sell	483 -44	-8%	-$1.5K	0.01%	305
2024 Q2	$21K	Sell	527 -447	-46%	-$17.3K	0.01%	271
2024 Q1	$32.9K	Hold	974	–	–	0.01%	205
2023 Q4	$33.1K	Buy	+974	New	+$26.4K	0.02%	204

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

Private Wealth Management Group's AA Position: Q2 2026 in Review

Private Wealth Management Group held its Alcoa (AA) position steady in Q2 2026 at 19 shares worth $991. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Private Wealth Management Group first reported a position in AA in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.1K in Q4 2023. 709 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Private Wealth Management Group held 19 shares of Alcoa worth $991 as of Q2 2026.
Private Wealth Management Group left its Alcoa share count unchanged in Q2 2026.
Alcoa made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1310 holding.
Private Wealth Management Group first reported a position in Alcoa in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Alcoa position peaked at $33.1K in Q4 2023.
709 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.