YHB Investment Advisors’s Alcoa AA Stock Holding History

YHB Investment 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	$483K	Sell	9,268 -1,007	-10%	-$67.4K	0.03%	219
2026 Q1	$682K	Sell	10,275 -1,308	-11%	-$80.2K	0.05%	189
2025 Q4	$616K	Sell	11,583 -1,227	-10%	-$50.2K	0.04%	198
2025 Q3	$421K	Hold	12,810	–	–	0.03%	220
2025 Q2	$378K	Hold	12,810	–	–	0.03%	229
2025 Q1	$391K	Hold	12,810	–	–	0.03%	221
2024 Q4	$484K	Buy	12,810 +447	+4%	+$18.6K	0.04%	202
2024 Q3	$477K	Hold	12,363	–	–	0.04%	202
2024 Q2	$492K	Buy	+12,363	New	+$478K	0.04%	198

Other funds holding AA

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

DKAM

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

WAS

Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YHB Investment Advisors's AA Position: Q2 2026 in Review

YHB Investment Advisors reduced its Alcoa (AA) stake by 9.8% in Q2 2026, selling an estimated $67.4K and leaving 9,268 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #219.

YHB Investment Advisors first reported a position in AA in Q2 2024 and has held it in 9 quarters since. The position peaked at $682K in Q1 2026. 222 funds tracked by Wall St. Rank hold AA as of Q2 2026.

YHB Investment Advisors held 9,268 shares of Alcoa worth $483K as of Q2 2026.
YHB Investment Advisors sold 1,007 Alcoa shares in Q2 2026, an estimated $67.4K.
Alcoa made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #219 holding.
YHB Investment Advisors first reported a position in Alcoa in Q2 2024 and has held it in 9 quarters since.
YHB Investment Advisors's Alcoa position peaked at $682K in Q1 2026.
222 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.