Madrona Financial Services
HWM icon

Madrona Financial Services’s Howmet Aerospace HWM Stock Holding History

Madrona Financial Services’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
-948
Closed -$255K – 169
2026
Q2 		$255K Sell
948
-400
-30% -$103K 0.05% 118
2026
Q1 		$311K Sell
1,348
-312
-19% -$72.7K 0.07% 86
2025
Q4 		$340K Sell
1,660
-1,089
-40% -$217K 0.07% 86
2025
Q3 		$539K Buy
2,749
+49
+2% +$8.93K 0.12% 59
2025
Q2 		$503K Buy
2,700
+14
+0.5% +$2.15K 0.12% 60
2025
Q1 		$348K Hold
2,686
– – 0.1% 70
2024
Q4 		$294K Hold
2,686
– – 0.08% 83
2024
Q3 		$269K Buy
2,686
+11
+0.4% +$993 0.07% 81
2024
Q2 		$208K Buy
+2,675
New +$203K 0.06% 91

Other funds holding HWM

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
FengHe Fund Management
FengHe Fund Management Singapore $2.06B AUM 157.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Madrona Financial Services's HWM Position: Q3 2026 in Review

Madrona Financial Services sold out of Howmet Aerospace (HWM) in Q3 2026, closing a stake of 948 shares — an estimated $255K sold.

Madrona Financial Services first reported a position in HWM in Q2 2024 and held it in 9 quarters. The position peaked at $539K in Q3 2025. 711 funds tracked by Wall St. Rank hold HWM as of Q3 2026.

  • Madrona Financial Services reported no remaining Howmet Aerospace position as of Q3 2026 after selling out during the quarter.
  • Madrona Financial Services sold 948 Howmet Aerospace shares in Q3 2026, an estimated $255K.
  • Madrona Financial Services first reported a position in Howmet Aerospace in Q2 2024 and held it in 9 quarters.
  • Madrona Financial Services's Howmet Aerospace position peaked at $539K in Q3 2025.
  • 711 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.