Ritholtz Wealth Management
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Ritholtz Wealth Management’s Alcoa AA Stock Holding History

Ritholtz Wealth Management’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
Q3 		$1.52M Sell
36,165
-26,941
-43% -$1.28M 0.02% 524
2026
Q2 		$3.29M Buy
63,106
+3,981
+7% +$267K 0.05% 286
2026
Q1 		$3.92M Buy
59,125
+39,484
+201% +$2.42M 0.07% 212
2025
Q4 		$1.04M Buy
19,641
+11,744
+149% +$481K 0.02% 511
2025
Q3 		$260K Buy
+7,897
New +$246K 0.01% 894
2022
Q2 		– Sell
-3,716
Closed -$335K – 541
2022
Q1 		$335K Buy
+3,716
New +$270K 0.02% 397

Other funds holding AA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ritholtz Wealth Management's AA Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Alcoa (AA) stake by 43% in Q3 2026, selling an estimated $1.28M and leaving 36,165 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #524.

Ritholtz Wealth Management first reported a position in AA in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.92M in Q1 2026. 368 funds tracked by Wall St. Rank hold AA as of Q3 2026.

  • Ritholtz Wealth Management held 36,165 shares of Alcoa worth $1.52M as of Q3 2026.
  • Ritholtz Wealth Management sold 26,941 Alcoa shares in Q3 2026, an estimated $1.28M.
  • Alcoa made up 0.02% of Ritholtz Wealth Management's portfolio in Q3 2026, its #524 holding.
  • Ritholtz Wealth Management first reported a position in Alcoa in Q1 2022 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's Alcoa position peaked at $3.92M in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.