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Wealthspire Advisors (New York)’s Alcoa AA Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-4,617
Closed -$245K – 933
2025
Q4 		$245K Buy
4,617
+1,661
+56% +$68K ﹤0.01% 886
2025
Q3 		$97.2K Buy
+2,956
New +$91.9K ﹤0.01% 1021
2019
Q1 		– Sell
-27
Closed -$1K – 45
2018
Q4 		$1K Buy
+27
New +$908 ﹤0.01% 778

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s AA Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Alcoa (AA) in Q1 2026, closing a stake of 4,617 shares — an estimated $245K sold.

Wealthspire Advisors (New York) first reported a position in AA in Q4 2018 and held it in 3 quarters. The position peaked at $245K in Q4 2025. 763 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Alcoa position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,617 Alcoa shares in Q1 2026, an estimated $245K.
  • Wealthspire Advisors (New York) first reported a position in Alcoa in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Alcoa position peaked at $245K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.