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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SHP Wealth Management increased its Alcoa (AA) stake by 5,733% in Q1 2026, buying an estimated $10.6K and bringing the position to 175 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

SHP Wealth Management first reported a position in AA in Q4 2025 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold AA as of Q1 2026.

SHP Wealth Management held 175 shares of Alcoa worth $11.6K as of Q1 2026.
SHP Wealth Management bought 172 Alcoa shares in Q1 2026, an estimated $10.6K.
Alcoa made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #861 holding.
SHP Wealth Management first reported a position in Alcoa in Q4 2025 and has held it in 2 quarters since.
758 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.