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Strategic Wealth Partners’s Alcoa AA Stock Holding History

Strategic Wealth Partners’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 		– Sell
-22
Closed -$1.46K – 1461
2026
Q1 		$1.46K Hold
22
– – ﹤0.01% 1193
2025
Q4 		$1.17K Buy
+22
New +$900 ﹤0.01% 1262
2019
Q3 		– Sell
-68
Closed -$2K – 719
2019
Q2 		$2K Buy
+68
New +$1.69K ﹤0.01% 687
2019
Q1 		– Sell
-90
Closed -$3K – 761
2018
Q4 		$3K Buy
+90
New +$3.03K ﹤0.01% 607

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

Strategic Wealth Partners's AA Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Alcoa (AA) in Q2 2026, closing a stake of 22 shares — an estimated $1.46K sold.

Strategic Wealth Partners first reported a position in AA in Q4 2018 and held it in 4 quarters. The position peaked at $3K in Q4 2018. 709 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Strategic Wealth Partners reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 22 Alcoa shares in Q2 2026, an estimated $1.46K.
  • Strategic Wealth Partners first reported a position in Alcoa in Q4 2018 and held it in 4 quarters.
  • Strategic Wealth Partners's Alcoa position peaked at $3K in Q4 2018.
  • 709 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.