VestGen Advisors’s Alcoa AA Stock Holding History

VestGen 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	–	Sell	-3,985	Closed	-$269K	–	1091
2026 Q1	$269K	Buy	+3,985	New	+$244K	0.01%	881
2025 Q4	–	Sell	-12,791	Closed	-$421K	–	749
2025 Q3	$421K	Sell	12,791 -8,223	-39%	-$256K	0.01%	513
2025 Q2	$620K	Sell	21,014 -85	-0.4%	-$2.3K	0.02%	391
2025 Q1	$644K	Buy	+21,099	New	+$739K	0.03%	350

Other funds holding AA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VestGen Advisors's AA Position: Q2 2026 in Review

VestGen Advisors sold out of Alcoa (AA) in Q2 2026, closing a stake of 3,985 shares — an estimated $269K sold.

VestGen Advisors first reported a position in AA in Q1 2025 and held it in 4 quarters. The position peaked at $644K in Q1 2025. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

VestGen Advisors reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
VestGen Advisors sold 3,985 Alcoa shares in Q2 2026, an estimated $269K.
VestGen Advisors first reported a position in Alcoa in Q1 2025 and held it in 4 quarters.
VestGen Advisors's Alcoa position peaked at $644K in Q1 2025.
711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.