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United Capital Financial Advisors’s Alcoa AA Stock Holding History

United Capital Financial Advisors’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 		$228K Sell
4,382
-833
-16% -$55.8K ﹤0.01% 1490
2026
Q1 		$346K Buy
5,215
+1,318
+34% +$80.9K ﹤0.01% 1263
2025
Q4 		$207K Buy
+3,897
New +$159K ﹤0.01% 1317
2023
Q3 		– Sell
-5,902
Closed -$200K – 831
2023
Q2 		$200K Sell
5,902
-555
-9% -$20.2K ﹤0.01% 859
2023
Q1 		$275K Sell
6,457
-966
-13% -$46.6K ﹤0.01% 845
2022
Q4 		$338K Sell
7,423
-1,631
-18% -$71K ﹤0.01% 852
2022
Q3 		$305K Sell
9,054
-1,534
-14% -$71.6K ﹤0.01% 905
2022
Q2 		$483K Sell
10,588
-1,111
-9% -$72.1K ﹤0.01% 806
2022
Q1 		$1.05M Buy
11,699
+1,073
+10% +$77.9K 0.01% 658
2021
Q4 		$633K Buy
+10,626
New +$532K ﹤0.01% 798
2018
Q2 		– Sell
-6,290
Closed -$283K – 1302
2018
Q1 		$283K Sell
6,290
-1,612
-20% -$79.8K ﹤0.01% 1115
2017
Q4 		$426K Buy
7,902
+1,293
+20% +$59.1K ﹤0.01% 1011
2017
Q3 		$308K Buy
+6,609
New +$264K ﹤0.01% 1104
2017
Q1 		– Sell
-9,591
Closed -$269K – 1237
2016
Q4 		$269K Sell
9,591
-8,528
-47% -$232K ﹤0.01% 1088
2016
Q3 		$1.32M Buy
18,119
+11,190
+161% +$273K 0.01% 701
2016
Q2 		$150K Sell
6,929
-10,079
-59% -$236K ﹤0.01% 1198
2016
Q1 		$392K Buy
17,008
+528
+3% +$10.7K ﹤0.01% 940
2015
Q4 		$391K Buy
16,480
+6,462
+65% +$144K ﹤0.01% 947
2015
Q3 		$233K Buy
10,018
+31
+0.3% +$726 ﹤0.01% 1121
2015
Q2 		$268K Sell
9,987
-91,572
-90% -$2.84M ﹤0.01% 1104
2015
Q1 		$3.27M Buy
+101,559
New +$3.65M 0.04% 444

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's AA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Alcoa (AA) stake by 16% in Q2 2026, selling an estimated $55.8K and leaving 4,382 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

United Capital Financial Advisors first reported a position in AA in Q1 2015 and has held it in 21 quarters since. The position peaked at $3.27M in Q1 2015. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • United Capital Financial Advisors held 4,382 shares of Alcoa worth $228K as of Q2 2026.
  • United Capital Financial Advisors sold 833 Alcoa shares in Q2 2026, an estimated $55.8K.
  • Alcoa made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1490 holding.
  • United Capital Financial Advisors first reported a position in Alcoa in Q1 2015 and has held it in 21 quarters since.
  • United Capital Financial Advisors's Alcoa position peaked at $3.27M in Q1 2015.
  • 714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.