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True Wealth Design’s Alcoa AA Stock Holding History

True Wealth Design’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 		$60.6K Buy
1,163
+166
+17% +$11.1K 0.01% 418
2026
Q1 		$66.1K Buy
997
+235
+31% +$14.4K 0.02% 322
2025
Q4 		$40.5K Buy
762
+730
+2,281% +$29.9K 0.01% 394
2025
Q3 		$1.05K Hold
32
– – ﹤0.01% 1726
2025
Q2 		$945 Sell
32
-20
-38% -$540 ﹤0.01% 1489
2025
Q1 		$1.59K Buy
52
+48
+1,200% +$1.68K ﹤0.01% 1093
2024
Q4 		$152 Buy
+4
New +$166 ﹤0.01% 1248
2023
Q3 		– Sell
-4
Closed -$136 – 771
2023
Q2 		$136 Hold
4
– – ﹤0.01% 701
2023
Q1 		$171 Buy
4
+1
+33% +$48 ﹤0.01% 751
2022
Q4 		$136 Buy
+3
New +$131 ﹤0.01% 715

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

True Wealth Design's AA Position: Q2 2026 in Review

True Wealth Design increased its Alcoa (AA) stake by 17% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,163 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #418.

True Wealth Design first reported a position in AA in Q4 2022 and has held it in 10 quarters since. The position peaked at $66.1K in Q1 2026. 709 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • True Wealth Design held 1,163 shares of Alcoa worth $60.6K as of Q2 2026.
  • True Wealth Design bought 166 Alcoa shares in Q2 2026, an estimated $11.1K.
  • Alcoa made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #418 holding.
  • True Wealth Design first reported a position in Alcoa in Q4 2022 and has held it in 10 quarters since.
  • True Wealth Design's Alcoa position peaked at $66.1K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.