Wealth Enhancement Advisory Services’s Alcoa AA Stock Holding History

Wealth Enhancement Advisory Services’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	$3.37M	Sell	78,640 -16,984	-18%	-$1.14M	0.01%	1241
2026 Q1	$6.11M	Buy	95,624 +28,531	+43%	+$1.75M	0.01%	801
2025 Q4	$4.29M	Buy	67,093 +49,354	+278%	+$2.02M	0.01%	1092
2025 Q3	$630K	Buy	17,739 +1,486	+9%	+$46.2K	﹤0.01%	2179
2025 Q2	$506K	Sell	16,253 -661	-4%	-$17.9K	﹤0.01%	2215
2025 Q1	$516K	Buy	16,914 +6,447	+62%	+$226K	﹤0.01%	2048
2024 Q4	$395K	Buy	10,467 +1,337	+15%	+$55.5K	﹤0.01%	2162
2024 Q3	$352K	Buy	9,130 +3,724	+69%	+$127K	﹤0.01%	2064
2024 Q2	$215K	Buy	+5,406	New	+$209K	﹤0.01%	2241
2024 Q1	–	Sell	-40,170	Closed	-$1.37M	–	2482
2023 Q4	$1.37M	Buy	+40,170	New	+$1.09M	﹤0.01%	1038
2017 Q2	–	Sell	-23,483	Closed	-$790K	–	137
2017 Q1	$790K	Sell	23,483 -23,181	-50%	-$811K	0.08%	116
2016 Q4	$1.31M	Buy	+46,664	New	+$1.27M	0.16%	74

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

Wealth Enhancement Advisory Services's AA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Alcoa (AA) stake by 18% in Q2 2026, selling an estimated $1.14M and leaving 78,640 shares worth $3.37M. The position accounts for 0.01% of the portfolio, ranked #1241.

Wealth Enhancement Advisory Services first reported a position in AA in Q4 2016 and has held it in 12 quarters since. The position peaked at $6.11M in Q1 2026. 712 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Wealth Enhancement Advisory Services held 78,640 shares of Alcoa worth $3.37M as of Q2 2026.
Wealth Enhancement Advisory Services sold 16,984 Alcoa shares in Q2 2026, an estimated $1.14M.
Alcoa made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1241 holding.
Wealth Enhancement Advisory Services first reported a position in Alcoa in Q4 2016 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Alcoa position peaked at $6.11M in Q1 2026.
712 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.