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Sendero Wealth Management’s Alcoa AA Stock Holding History

Sendero 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
Q2 		$738K Sell
14,154
-1,916
-12% -$128K 0.07% 149
2026
Q1 		$1.07M Sell
16,070
-2,235
-12% -$137K 0.12% 102
2025
Q4 		$973K Sell
18,305
-196
-1% -$8.02K 0.11% 109
2025
Q3 		$608K Sell
18,501
-370
-2% -$11.5K 0.07% 132
2025
Q2 		$557K Hold
18,871
– – 0.07% 136
2025
Q1 		$576K Hold
18,871
– – 0.08% 130
2024
Q4 		$713K Buy
18,871
+1,320
+8% +$54.8K 0.11% 108
2024
Q3 		$677K Hold
17,551
– – 0.11% 99
2024
Q2 		$698K Buy
+17,551
New +$679K 0.12% 98

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

Sendero Wealth Management's AA Position: Q2 2026 in Review

Sendero Wealth Management reduced its Alcoa (AA) stake by 12% in Q2 2026, selling an estimated $128K and leaving 14,154 shares worth $738K. The position accounts for 0.07% of the portfolio, ranked #149.

Sendero Wealth Management first reported a position in AA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q1 2026. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Sendero Wealth Management held 14,154 shares of Alcoa worth $738K as of Q2 2026.
  • Sendero Wealth Management sold 1,916 Alcoa shares in Q2 2026, an estimated $128K.
  • Alcoa made up 0.07% of Sendero Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Sendero Wealth Management first reported a position in Alcoa in Q2 2024 and has held it in 9 quarters since.
  • Sendero Wealth Management's Alcoa position peaked at $1.07M in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.