MWM
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MorganRosel Wealth Management’s Howmet Aerospace HWM Stock Holding History

MorganRosel Wealth Management’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
2025
Q3 		– Sell
-475
Closed -$88.4K – 214
2025
Q2 		$88.4K Buy
+475
New +$73.1K 0.02% 148
2021
Q4 		– Sell
-21,608
Closed -$674K – 85
2021
Q3 		$674K Sell
21,608
-6,810
-24% -$219K 0.37% 55
2021
Q2 		$980K Buy
28,418
+116
+0.4% +$3.87K 0.55% 32
2021
Q1 		$909K Buy
+28,302
New +$815K 0.57% 33

Other funds holding HWM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

MorganRosel Wealth Management's HWM Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Howmet Aerospace (HWM) in Q3 2025, closing a stake of 475 shares — an estimated $88.4K sold.

MorganRosel Wealth Management first reported a position in HWM in Q1 2021 and held it in 4 quarters. The position peaked at $980K in Q2 2021. 1,253 funds tracked by Wall St. Rank hold HWM as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Howmet Aerospace position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 475 Howmet Aerospace shares in Q3 2025, an estimated $88.4K.
  • MorganRosel Wealth Management first reported a position in Howmet Aerospace in Q1 2021 and held it in 4 quarters.
  • MorganRosel Wealth Management's Howmet Aerospace position peaked at $980K in Q2 2021.
  • 1,253 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.