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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
Q2 		$245K Sell
912
-272
-23% -$69.8K 0.01% 334
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's HWM Position: Q2 2026 in Review

Root Financial Partners reduced its Howmet Aerospace (HWM) stake by 23% in Q2 2026, selling an estimated $69.8K and leaving 912 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #334.

Root Financial Partners first reported a position in HWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.22M in Q3 2025. 1,606 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Root Financial Partners held 912 shares of Howmet Aerospace worth $245K as of Q2 2026.
  • Root Financial Partners sold 272 Howmet Aerospace shares in Q2 2026, an estimated $69.8K.
  • Howmet Aerospace made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #334 holding.
  • Root Financial Partners first reported a position in Howmet Aerospace in Q2 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Howmet Aerospace position peaked at $2.22M in Q3 2025.
  • 1,606 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.