Waverly Advisors’s Alcoa AA Stock Holding History

Waverly 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	$369K	Buy	7,077 +484	+7%	+$32.4K	﹤0.01%	1315
2026 Q1	$437K	Buy	6,593 +2,066	+46%	+$127K	﹤0.01%	1146
2025 Q4	$241K	Buy	+4,527	New	+$185K	﹤0.01%	1315
2015 Q4	–	Sell	-42	Closed	-$1K	–	129
2015 Q3	$1K	Hold	42	–	–	﹤0.01%	409
2015 Q2	$1K	Hold	42	–	–	﹤0.01%	345
2015 Q1	$1K	Hold	42	–	–	﹤0.01%	330
2014 Q4	$2K	Sell	42 -223	-84%	-$8.64K	﹤0.01%	384
2014 Q3	$10K	Hold	265	–	–	0.01%	472
2014 Q2	$9K	Hold	265	–	–	﹤0.01%	460
2014 Q1	$8K	Sell	265 -408	-61%	-$11.3K	﹤0.01%	461
2013 Q4	$17K	Buy	673 +223	+50%	+$4.94K	0.01%	480
2013 Q3	$9K	Buy	+450	New	+$8.71K	﹤0.01%	446

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 $3.38T AUM 44.17% 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

Waverly Advisors's AA Position: Q2 2026 in Review

Waverly Advisors increased its Alcoa (AA) stake by 7.3% in Q2 2026, buying an estimated $32.4K and bringing the position to 7,077 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Waverly Advisors first reported a position in AA in Q3 2013 and has held it in 12 quarters since. The position peaked at $437K in Q1 2026. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Waverly Advisors held 7,077 shares of Alcoa worth $369K as of Q2 2026.
Waverly Advisors bought 484 Alcoa shares in Q2 2026, an estimated $32.4K.
Alcoa made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1315 holding.
Waverly Advisors first reported a position in Alcoa in Q3 2013 and has held it in 12 quarters since.
Waverly Advisors's Alcoa position peaked at $437K in Q1 2026.
714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.