Optivise Advisory Services’s Howmet Aerospace HWM Stock Holding History

Optivise Advisory 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	$239K	Sell	1,055 -86	-8%	-$22.6K	0.12%	193
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Optivise Advisory Services's HWM Position: Q3 2026 in Review

Optivise Advisory Services reduced its Howmet Aerospace (HWM) stake by 7.5% in Q3 2026, selling an estimated $22.6K and leaving 1,055 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #193.

Optivise Advisory Services first reported a position in HWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q3 2025. 498 funds tracked by Wall St. Rank hold HWM as of Q3 2026.

Optivise Advisory Services held 1,055 shares of Howmet Aerospace worth $239K as of Q3 2026.
Optivise Advisory Services sold 86 Howmet Aerospace shares in Q3 2026, an estimated $22.6K.
Howmet Aerospace made up 0.12% of Optivise Advisory Services's portfolio in Q3 2026, its #193 holding.
Optivise Advisory Services first reported a position in Howmet Aerospace in Q4 2024 and has held it in 7 quarters since.
Optivise Advisory Services's Howmet Aerospace position peaked at $309K in Q3 2025.
498 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.