PlanVest Financial’s Howmet Aerospace HWM Stock Holding History

PlanVest Financial’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	$9.54K	Hold	35	–	–	0.01%	406
2026 Q1	$8.17K	Buy	+35	New	+$8.16K	0.01%	400

Other funds holding HWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PlanVest Financial's HWM Position: Q2 2026 in Review

PlanVest Financial held its Howmet Aerospace (HWM) position steady in Q2 2026 at 35 shares worth $9.54K. The position accounts for 0.01% of the portfolio, ranked #406.

PlanVest Financial first reported a position in HWM in Q1 2026 and has held it in 2 quarters since. 1,570 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

PlanVest Financial held 35 shares of Howmet Aerospace worth $9.54K as of Q2 2026.
PlanVest Financial left its Howmet Aerospace share count unchanged in Q2 2026.
Howmet Aerospace made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #406 holding.
PlanVest Financial first reported a position in Howmet Aerospace in Q1 2026 and has held it in 2 quarters since.
1,570 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.