Key Client Fiduciary Advisors’s Howmet Aerospace HWM Stock Holding History

Key Client Fiduciary 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	$1.18M	Sell	4,391 -74	-2%	-$19K	0.34%	60
2026 Q1	$1.03M	Buy	4,465 +16	+0.4%	+$3.73K	0.35%	64
2025 Q4	$912K	Buy	4,449 +1	+0%	+$199	0.31%	67
2025 Q3	$873K	Sell	4,448 -107	-2%	-$19.5K	0.29%	69
2025 Q2	$848K	Buy	4,555 +1	+0%	+$154	0.34%	68
2025 Q1	$591K	Sell	4,554 -119	-3%	-$15.1K	0.27%	85
2024 Q4	$511K	Buy	4,673 +1	+0%	+$110	0.23%	100
2024 Q3	$468K	Buy	4,672 +1	+0%	+$90	0.21%	105
2024 Q2	$363K	Buy	4,671 +1	+0%	+$76	0.18%	124
2024 Q1	$320K	Sell	4,670 -934	-17%	-$57.3K	0.17%	134
2023 Q4	$303K	Buy	5,604 +3	+0.1%	+$148	0.18%	135
2023 Q3	$259K	Buy	5,601 +1	+0%	+$49	0.16%	138
2023 Q2	$278K	Buy	+5,600	New	+$249K	0.16%	140
2023 Q1	–	Sell	-6,000	Closed	-$236K	–	171
2022 Q4	$236K	Buy	+6,000	New	+$219K	0.16%	130

Other funds holding HWM

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

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

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

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return