Heritage Wealth Advisors
HWM icon

Heritage Wealth Advisors’s Howmet Aerospace HWM Stock Holding History

Heritage 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
Q3 		– Sell
-58
Closed -$15.6K – 390
2026
Q2 		$15.6K Hold
58
– – ﹤0.01% 480
2026
Q1 		$13.4K Hold
58
– – ﹤0.01% 494
2025
Q4 		$11.9K Hold
58
– – ﹤0.01% 442
2025
Q3 		$11.4K Sell
58
-12
-17% -$2.19K ﹤0.01% 417
2025
Q2 		$13K Hold
70
– – ﹤0.01% 408
2025
Q1 		$9.08K Hold
70
– – ﹤0.01% 424
2024
Q4 		$7.66K Buy
70
+12
+21% +$1.31K ﹤0.01% 463
2024
Q3 		$5.82K Buy
+58
New +$5.24K ﹤0.01% 469

Other funds holding HWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Heritage Wealth Advisors's HWM Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Howmet Aerospace (HWM) in Q3 2026, closing a stake of 58 shares — an estimated $15.6K sold.

Heritage Wealth Advisors first reported a position in HWM in Q3 2024 and held it in 8 quarters. The position peaked at $15.6K in Q2 2026. 966 funds tracked by Wall St. Rank hold HWM as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining Howmet Aerospace position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 58 Howmet Aerospace shares in Q3 2026, an estimated $15.6K.
  • Heritage Wealth Advisors first reported a position in Howmet Aerospace in Q3 2024 and held it in 8 quarters.
  • Heritage Wealth Advisors's Howmet Aerospace position peaked at $15.6K in Q2 2026.
  • 966 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.