Heartwood Wealth Advisors’s Howmet Aerospace HWM Stock Holding History

Heartwood Wealth Advisors’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	$837K	Hold	3,113	–	–	0.07%	115
2026 Q1	$717K	Hold	3,113	–	–	0.06%	111
2025 Q4	$638K	Hold	3,113	–	–	0.06%	101
2025 Q3	$611K	Sell	3,113 -1,709	-35%	-$312K	0.06%	106
2025 Q2	$898K	Buy	+4,822	New	+$742K	0.09%	88

Other funds holding HWM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Heartwood Wealth Advisors's HWM Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Howmet Aerospace (HWM) position steady in Q2 2026 at 3,113 shares worth $837K. The position accounts for 0.07% of the portfolio, ranked #115.

Heartwood Wealth Advisors first reported a position in HWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $898K in Q2 2025. 523 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

Heartwood Wealth Advisors held 3,113 shares of Howmet Aerospace worth $837K as of Q2 2026.
Heartwood Wealth Advisors left its Howmet Aerospace share count unchanged in Q2 2026.
Howmet Aerospace made up 0.07% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Heartwood Wealth Advisors first reported a position in Howmet Aerospace in Q2 2025 and has held it in 5 quarters since.
Heartwood Wealth Advisors's Howmet Aerospace position peaked at $898K in Q2 2025.
523 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.