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Kadensa Capital’s Howmet Aerospace HWM Stock Holding History

Kadensa Capital’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 		$10.6M Sell
39,595
-14,255
-26% -$3.66M 2.27% 15
2026
Q1 		$12.4M Sell
53,850
-31,007
-37% -$7.23M 1.73% 23
2025
Q4 		$17.4M Sell
84,857
-22,643
-21% -$4.51M 1.81% 23
2025
Q3 		$21.1M Buy
107,500
+68,480
+175% +$12.5M 2.17% 18
2025
Q2 		$7.26M Buy
+39,020
New +$6M 1.16% 34

Other funds holding HWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kadensa Capital's HWM Position: Q2 2026 in Review

Kadensa Capital reduced its Howmet Aerospace (HWM) stake by 26% in Q2 2026, selling an estimated $3.66M and leaving 39,595 shares worth $10.6M. The position accounts for 2.27% of the portfolio, ranked #15.

Kadensa Capital first reported a position in HWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.1M in Q3 2025. 1,606 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Kadensa Capital held 39,595 shares of Howmet Aerospace worth $10.6M as of Q2 2026.
  • Kadensa Capital sold 14,255 Howmet Aerospace shares in Q2 2026, an estimated $3.66M.
  • Howmet Aerospace made up 2.27% of Kadensa Capital's portfolio in Q2 2026, its #15 holding.
  • Kadensa Capital first reported a position in Howmet Aerospace in Q2 2025 and has held it in 5 quarters since.
  • Kadensa Capital's Howmet Aerospace position peaked at $21.1M in Q3 2025.
  • 1,606 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Kadensa Capital's 13F filing for Q2 2026, filed 14 Aug 2026.