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SHP Wealth Management’s Alcoa AA Stock Holding History

SHP 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 		$9.14K Hold
175
– – ﹤0.01% 1007
2026
Q1 		$11.6K Buy
175
+172
+5,733% +$10.6K ﹤0.01% 861
2025
Q4 		$163 Buy
+3
New +$123 ﹤0.01% 1477

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management held its Alcoa (AA) position steady in Q2 2026 at 175 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

SHP Wealth Management first reported a position in AA in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q1 2026. 713 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • SHP Wealth Management held 175 shares of Alcoa worth $9.14K as of Q2 2026.
  • SHP Wealth Management left its Alcoa share count unchanged in Q2 2026.
  • Alcoa made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1007 holding.
  • SHP Wealth Management first reported a position in Alcoa in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Alcoa position peaked at $11.6K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.