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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's AA Position: Q1 2026 in Review

United Capital Financial Advisors increased its Alcoa (AA) stake by 34% in Q1 2026, buying an estimated $80.9K and bringing the position to 5,215 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

United Capital Financial Advisors first reported a position in AA in Q1 2015 and has held it in 20 quarters since. The position peaked at $3.27M in Q1 2015. 755 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • United Capital Financial Advisors held 5,215 shares of Alcoa worth $346K as of Q1 2026.
  • United Capital Financial Advisors bought 1,318 Alcoa shares in Q1 2026, an estimated $80.9K.
  • Alcoa made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1263 holding.
  • United Capital Financial Advisors first reported a position in Alcoa in Q1 2015 and has held it in 20 quarters since.
  • United Capital Financial Advisors's Alcoa position peaked at $3.27M in Q1 2015.
  • 755 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.