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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sendero Wealth Management's AA Position: Q1 2026 in Review

Sendero Wealth Management reduced its Alcoa (AA) stake by 12% in Q1 2026, selling an estimated $137K and leaving 16,070 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #102.

Sendero Wealth Management first reported a position in AA in Q2 2024 and has held it in 8 quarters since. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Sendero Wealth Management held 16,070 shares of Alcoa worth $1.07M as of Q1 2026.
  • Sendero Wealth Management sold 2,235 Alcoa shares in Q1 2026, an estimated $137K.
  • Alcoa made up 0.12% of Sendero Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Sendero Wealth Management first reported a position in Alcoa in Q2 2024 and has held it in 8 quarters since.
  • 755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.