SWM
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Shelton Wealth Management’s Alcoa AA Stock Holding History

Shelton 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 		$740K Buy
14,186
+3,666
+35% +$246K 0.29% 92
2026
Q1 		$698K Buy
+10,520
New +$645K 0.31% 90

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Shelton Wealth Management increased its Alcoa (AA) stake by 35% in Q2 2026, buying an estimated $246K and bringing the position to 14,186 shares worth $740K. The position accounts for 0.29% of the portfolio, ranked #92.

Shelton Wealth Management first reported a position in AA in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Shelton Wealth Management held 14,186 shares of Alcoa worth $740K as of Q2 2026.
  • Shelton Wealth Management bought 3,666 Alcoa shares in Q2 2026, an estimated $246K.
  • Alcoa made up 0.29% of Shelton Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Shelton Wealth Management first reported a position in Alcoa in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

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