Root Financial Partners
HWM icon

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
Q3 		$222K Buy
983
+71
+8% +$18.7K 0.01% 406
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

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's HWM Position: Q3 2026 in Review

Root Financial Partners increased its Howmet Aerospace (HWM) stake by 7.8% in Q3 2026, buying an estimated $18.7K and bringing the position to 983 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #406.

Root Financial Partners first reported a position in HWM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.22M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold HWM as of Q3 2026.

  • Root Financial Partners held 983 shares of Howmet Aerospace worth $222K as of Q3 2026.
  • Root Financial Partners bought 71 Howmet Aerospace shares in Q3 2026, an estimated $18.7K.
  • Howmet Aerospace made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #406 holding.
  • Root Financial Partners first reported a position in Howmet Aerospace in Q2 2025 and has held it in 6 quarters since.
  • Root Financial Partners's Howmet Aerospace position peaked at $2.22M in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.