Optivise Advisory Services’s Howmet Aerospace HWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$307K Buy
1,141
+98
+9% +$25.2K 0.16% 153
2026
Q1
$240K Sell
1,043
-324
-24% -$75.5K 0.15% 159
2025
Q4
$280K Sell
1,367
-206
-13% -$41K 0.16% 141
2025
Q3
$309K Buy
1,573
+205
+15% +$37.4K 0.18% 126
2025
Q2
$255K Buy
+1,368
New +$210K 0.13% 158
2025
Q1
Sell
-1,938
Closed -$212K 205
2024
Q4
$212K Buy
+1,938
New +$212K 0.11% 165

Other funds holding HWM

Optivise Advisory Services's HWM Position: Q2 2026 in Review

Optivise Advisory Services increased its Howmet Aerospace (HWM) stake by 9.4% in Q2 2026, buying an estimated $25.2K and bringing the position to 1,141 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #153.

Optivise Advisory Services first reported a position in HWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q3 2025. 1,605 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Optivise Advisory Services held 1,141 shares of Howmet Aerospace worth $307K as of Q2 2026.
  • Optivise Advisory Services bought 98 Howmet Aerospace shares in Q2 2026, an estimated $25.2K.
  • Howmet Aerospace made up 0.16% of Optivise Advisory Services's portfolio in Q2 2026, its #153 holding.
  • Optivise Advisory Services first reported a position in Howmet Aerospace in Q4 2024 and has held it in 6 quarters since.
  • Optivise Advisory Services's Howmet Aerospace position peaked at $309K in Q3 2025.
  • 1,605 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.