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Robertson Stephens Wealth Management’s Alcoa AA Stock Holding History

Robertson Stephens 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
2025
Q2 		– Sell
-132,479
Closed -$4.04M – 551
2025
Q1 		$4.04M Buy
+132,479
New +$4.64M 0.14% 124
2023
Q4 		– Sell
-13,005
Closed -$378K – 443
2023
Q3 		$378K Buy
13,005
+5,751
+79% +$180K 0.03% 350
2023
Q2 		$246K Buy
7,254
+1,397
+24% +$50.8K 0.02% 380
2023
Q1 		$249K Sell
5,857
-3,993
-41% -$192K 0.02% 392
2022
Q4 		$448K Buy
9,850
+500
+5% +$21.8K 0.04% 273
2022
Q3 		$314K Buy
+9,350
New +$437K 0.03% 273

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Robertson Stephens Wealth Management's AA Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of Alcoa (AA) in Q2 2025, closing a stake of 132,479 shares — an estimated $4.04M sold.

Robertson Stephens Wealth Management first reported a position in AA in Q3 2022 and held it in 6 quarters. The position peaked at $4.04M in Q1 2025. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

  • Robertson Stephens Wealth Management reported no remaining Alcoa position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 132,479 Alcoa shares in Q2 2025, an estimated $4.04M.
  • Robertson Stephens Wealth Management first reported a position in Alcoa in Q3 2022 and held it in 6 quarters.
  • Robertson Stephens Wealth Management's Alcoa position peaked at $4.04M in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.