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Everhart Financial Group’s Howmet Aerospace HWM Stock Holding History

Everhart Financial Group’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
5,365
-997
-16% -$256K 0.09% 115
2026
Q1 		$1.47M Buy
6,362
+1,004
+19% +$234K 0.12% 113
2025
Q4 		$1.1M Buy
5,358
+1,071
+25% +$213K 0.1% 140
2025
Q3 		$841K Buy
4,287
+93
+2% +$17K 0.08% 173
2025
Q2 		$781K Buy
4,194
+1,492
+55% +$230K 0.09% 155
2025
Q1 		$351K Buy
2,702
+272
+11% +$34.5K 0.05% 263
2024
Q4 		$266K Buy
2,430
+49
+2% +$5.37K 0.05% 270
2024
Q3 		$239K Buy
+2,381
New +$215K 0.05% 293

Other funds holding HWM

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's HWM Position: Q2 2026 in Review

Everhart Financial Group reduced its Howmet Aerospace (HWM) stake by 16% in Q2 2026, selling an estimated $256K and leaving 5,365 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #115.

Everhart Financial Group first reported a position in HWM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q1 2026. 219 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Everhart Financial Group held 5,365 shares of Howmet Aerospace worth $1.44M as of Q2 2026.
  • Everhart Financial Group sold 997 Howmet Aerospace shares in Q2 2026, an estimated $256K.
  • Howmet Aerospace made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #115 holding.
  • Everhart Financial Group first reported a position in Howmet Aerospace in Q3 2024 and has held it in 8 quarters since.
  • Everhart Financial Group's Howmet Aerospace position peaked at $1.47M in Q1 2026.
  • 219 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.