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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
Q3 		$3.99K Sell
95
-1,068
-92% -$50.9K ﹤0.01% 1430
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

True Wealth Design's AA Position: Q3 2026 in Review

True Wealth Design reduced its Alcoa (AA) stake by 92% in Q3 2026, selling an estimated $50.9K and leaving 95 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

True Wealth Design first reported a position in AA in Q4 2022 and has held it in 11 quarters since. The position peaked at $66.1K in Q1 2026. 37 funds tracked by Wall St. Rank hold AA as of Q3 2026.

  • True Wealth Design held 95 shares of Alcoa worth $3.99K as of Q3 2026.
  • True Wealth Design sold 1,068 Alcoa shares in Q3 2026, an estimated $50.9K.
  • Alcoa made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1430 holding.
  • True Wealth Design first reported a position in Alcoa in Q4 2022 and has held it in 11 quarters since.
  • True Wealth Design's Alcoa position peaked at $66.1K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.