PlanVest Financial
HWM icon

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
Q3 		$8.02K Hold
35
– – 0.01% 422
2026
Q2 		$9.5K Hold
35
– – 0.01% 406
2026
Q1 		$8.17K Buy
+35
New +$8.16K 0.01% 400

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

PlanVest Financial's HWM Position: Q3 2026 in Review

PlanVest Financial held its Howmet Aerospace (HWM) position steady in Q3 2026 at 35 shares worth $8.02K. The position accounts for 0.01% of the portfolio, ranked #422.

PlanVest Financial first reported a position in HWM in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.5K in Q2 2026. 1,310 funds tracked by Wall St. Rank hold HWM as of Q3 2026.

  • PlanVest Financial held 35 shares of Howmet Aerospace worth $8.02K as of Q3 2026.
  • PlanVest Financial left its Howmet Aerospace share count unchanged in Q3 2026.
  • Howmet Aerospace made up 0.01% of PlanVest Financial's portfolio in Q3 2026, its #422 holding.
  • PlanVest Financial first reported a position in Howmet Aerospace in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's Howmet Aerospace position peaked at $9.5K in Q2 2026.
  • 1,310 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.