Sheets Smith Wealth Management’s Howmet Aerospace HWM Stock Holding History

Sheets Smith Wealth Management’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	$1.74M	Sell	6,466 -15	-0.2%	-$3.85K	0.17%	122
2026 Q1	$1.49M	Sell	6,481 -27	-0.4%	-$6.29K	0.17%	128
2025 Q4	$1.33M	Sell	6,508 -4	-0.1%	-$796	0.15%	143
2025 Q3	$1.28M	Buy	6,512 +725	+13%	+$132K	0.14%	144
2025 Q2	$1.08M	Sell	5,787 -658	-10%	-$101K	0.13%	156
2025 Q1	$836K	Hold	6,445	–	–	0.1%	178
2024 Q4	$705K	Hold	6,445	–	–	0.09%	201
2024 Q3	$646K	Sell	6,445 -149	-2%	-$13.5K	0.08%	211
2024 Q2	$512K	Buy	6,594 +62	+0.9%	+$4.7K	0.06%	237
2024 Q1	$447K	Buy	6,532 +2,018	+45%	+$124K	0.05%	261
2023 Q4	$244K	Buy	+4,514	New	+$223K	0.03%	308

Other funds holding HWM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return