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Root Financial Partners’s Howmet Aerospace HWM Stock Holding History

Root Financial Partners’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
Q1 		$273K Sell
1,184
-9,202
-89% -$2.14M 0.01% 272
2025
Q4 		$2.13M Sell
10,386
-913
-8% -$182K 0.11% 56
2025
Q3 		$2.22M Buy
11,299
+109
+1% +$19.9K 0.14% 46
2025
Q2 		$2.08M Buy
+11,190
New +$1.72M 0.2% 43

Other funds holding HWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Root Financial Partners's HWM Position: Q1 2026 in Review

Root Financial Partners reduced its Howmet Aerospace (HWM) stake by 89% in Q1 2026, selling an estimated $2.14M and leaving 1,184 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #272.

Root Financial Partners first reported a position in HWM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.22M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold HWM as of Q1 2026.

  • Root Financial Partners held 1,184 shares of Howmet Aerospace worth $273K as of Q1 2026.
  • Root Financial Partners sold 9,202 Howmet Aerospace shares in Q1 2026, an estimated $2.14M.
  • Howmet Aerospace made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #272 holding.
  • Root Financial Partners first reported a position in Howmet Aerospace in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Howmet Aerospace position peaked at $2.22M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.