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Sequoia Financial Advisors’s Howmet Aerospace HWM Stock Holding History

Sequoia Financial Advisors’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 		$3.48M Buy
15,108
+918
+6% +$214K 0.02% 414
2025
Q4 		$2.91M Buy
14,190
+5,181
+58% +$1.03M 0.02% 461
2025
Q3 		$1.77M Buy
9,009
+809
+10% +$147K 0.01% 568
2025
Q2 		$1.53M Buy
8,200
+2,182
+36% +$336K 0.01% 545
2025
Q1 		$781K Buy
6,018
+1,282
+27% +$163K 0.01% 707
2024
Q4 		$518K Buy
4,736
+786
+20% +$86.1K 0.01% 791
2024
Q3 		$396K Buy
3,950
+1,185
+43% +$107K ﹤0.01% 844
2024
Q2 		$215K Sell
2,765
-478
-15% -$36.2K ﹤0.01% 1073
2024
Q1 		$222K Sell
3,243
-1,928
-37% -$118K ﹤0.01% 1006
2023
Q4 		$280K Buy
+5,171
New +$255K ﹤0.01% 961

Other funds holding HWM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T 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