Summit Wealth Group (Colorado)
HWM icon

Summit Wealth Group (Colorado)’s Howmet Aerospace HWM Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.52M Buy
6,708
+5,024
+298% +$1.32M 0.1% 134
2026
Q2 		$453K Buy
1,684
+118
+8% +$30.3K 0.04% 228
2026
Q1 		$361K Buy
1,566
+407
+35% +$94.9K 0.04% 228
2025
Q4 		$238K Buy
+1,159
New +$231K 0.03% 247

Other funds holding HWM

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
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

Summit Wealth Group (Colorado)'s HWM Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Howmet Aerospace (HWM) stake by 298% in Q3 2026, buying an estimated $1.32M and bringing the position to 6,708 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #134.

Summit Wealth Group (Colorado) first reported a position in HWM in Q4 2025 and has held it in 4 quarters since. 966 funds tracked by Wall St. Rank hold HWM as of Q3 2026.

  • Summit Wealth Group (Colorado) held 6,708 shares of Howmet Aerospace worth $1.52M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 5,024 Howmet Aerospace shares in Q3 2026, an estimated $1.32M.
  • Howmet Aerospace made up 0.1% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #134 holding.
  • Summit Wealth Group (Colorado) first reported a position in Howmet Aerospace in Q4 2025 and has held it in 4 quarters since.
  • 966 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.