Polen Capital Management’s Howmet Aerospace HWM Stock Holding History

Polen Capital 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
2026 Q2	$123M	Buy	+457,124	New	+$117M	1.06%	24

Other funds holding HWM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Polen Capital Management's HWM Position: Q2 2026 in Review

Polen Capital Management opened a new position in Howmet Aerospace (HWM) in Q2 2026: 457,124 shares worth $123M. The stake represents 1.06% of the portfolio and ranks #24 among its holdings.

705 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

Polen Capital Management held 457,124 shares of Howmet Aerospace worth $123M as of Q2 2026.
Howmet Aerospace was a new Polen Capital Management position in Q2 2026.
Howmet Aerospace made up 1.06% of Polen Capital Management's portfolio in Q2 2026, its #24 holding.
705 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.