Roxbury Financial
HWM icon

Roxbury Financial’s Howmet Aerospace HWM Stock Holding History

Roxbury 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 		$12.5K Hold
55
– – 0.01% 324
2026
Q2 		$14.8K Buy
+55
New +$14.1K 0.01% 298

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Deutsche Bank
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Amundi
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
FengHe Fund Management
FengHe Fund Management Singapore $2.06B AUM 157.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Roxbury Financial's HWM Position: Q3 2026 in Review

Roxbury Financial held its Howmet Aerospace (HWM) position steady in Q3 2026 at 55 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #324.

Roxbury Financial first reported a position in HWM in Q2 2026 and has held it in 2 quarters since. The position peaked at $14.8K in Q2 2026. 824 funds tracked by Wall St. Rank hold HWM as of Q3 2026.

  • Roxbury Financial held 55 shares of Howmet Aerospace worth $12.5K as of Q3 2026.
  • Roxbury Financial left its Howmet Aerospace share count unchanged in Q3 2026.
  • Howmet Aerospace made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #324 holding.
  • Roxbury Financial first reported a position in Howmet Aerospace in Q2 2026 and has held it in 2 quarters since.
  • Roxbury Financial's Howmet Aerospace position peaked at $14.8K in Q2 2026.
  • 824 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.