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Watershed Private Wealth’s Alcoa AA Stock Holding History

Watershed Private Wealth’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
-3,360
Closed -$223K – 121
2026
Q1 		$223K Buy
+3,360
New +$206K 0.07% 108
2024
Q3 		– Sell
-5,040
Closed -$200K – 114
2024
Q2 		$200K Sell
5,040
-1,350
-21% -$52.2K 0.09% 116
2024
Q1 		$216K Sell
6,390
-1,900
-23% -$55.6K 0.1% 116
2023
Q4 		$282K Hold
8,290
– – 0.16% 84
2023
Q3 		$241K Hold
8,290
– – 0.15% 90
2023
Q2 		$281K Sell
8,290
-2,550
-24% -$92.7K 0.17% 77
2023
Q1 		$461K Hold
10,840
– – 0.31% 56
2022
Q4 		$493K Buy
+10,840
New +$472K 0.37% 50

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

Watershed Private Wealth's AA Position: Q2 2026 in Review

Watershed Private Wealth sold out of Alcoa (AA) in Q2 2026, closing a stake of 3,360 shares — an estimated $223K sold.

Watershed Private Wealth first reported a position in AA in Q4 2022 and held it in 8 quarters. The position peaked at $493K in Q4 2022. 705 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Watershed Private Wealth reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • Watershed Private Wealth sold 3,360 Alcoa shares in Q2 2026, an estimated $223K.
  • Watershed Private Wealth first reported a position in Alcoa in Q4 2022 and held it in 8 quarters.
  • Watershed Private Wealth's Alcoa position peaked at $493K in Q4 2022.
  • 705 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.