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Summit Wealth Group (Colorado)’s Alcoa AA Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-4,956
Closed -$1.12M – 274
2025
Q3 		$1.12M Buy
+4,956
New +$154K 0.12% 147

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AA Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Alcoa (AA) in Q4 2025, closing a stake of 4,956 shares — an estimated $1.12M sold.

Summit Wealth Group (Colorado) first reported a position in AA in Q3 2025 and held it in 1 quarter. The position peaked at $1.12M in Q3 2025. 637 funds tracked by Wall St. Rank hold AA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Alcoa position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,956 Alcoa shares in Q4 2025, an estimated $1.12M.
  • Summit Wealth Group (Colorado) first reported a position in Alcoa in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Alcoa position peaked at $1.12M in Q3 2025.
  • 637 funds tracked by Wall St. Rank held Alcoa as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.