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United Capital Financial Advisors’s Howmet Aerospace HWM Stock Holding History

United Capital 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
Q2 		$4.37M Sell
16,270
-2,014
-11% -$517K 0.02% 406
2026
Q1 		$4.21M Buy
18,284
+5,500
+43% +$1.28M 0.03% 390
2025
Q4 		$2.62M Buy
12,784
+1,383
+12% +$275K 0.02% 470
2025
Q3 		$2.24M Buy
11,401
+1,404
+14% +$256K 0.02% 444
2025
Q2 		$1.86M Buy
9,997
+196
+2% +$30.2K 0.02% 456
2025
Q1 		$1.27M Buy
9,801
+488
+5% +$62K 0.01% 519
2024
Q4 		$1.02M Buy
9,313
+208
+2% +$22.8K 0.01% 541
2024
Q3 		$913K Buy
9,105
+627
+7% +$56.6K 0.01% 564
2024
Q2 		$658K Buy
8,478
+18
+0.2% +$1.36K 0.01% 636
2024
Q1 		$579K Sell
8,460
-173
-2% -$10.6K ﹤0.01% 697
2023
Q4 		$467K Buy
+8,633
New +$426K ﹤0.01% 741
2018
Q4 		– Sell
-16,262
Closed -$274K – 1330
2018
Q3 		$274K Sell
16,262
-906
-5% -$14.4K ﹤0.01% 1141
2018
Q2 		$224K Sell
17,168
-7,796
-31% -$116K ﹤0.01% 1191
2018
Q1 		$441K Sell
24,964
-2,910
-10% -$59.2K ﹤0.01% 987
2017
Q4 		$582K Sell
27,874
-1,218
-4% -$23.7K ﹤0.01% 918
2017
Q3 		$555K Sell
29,092
-670
-2% -$12.8K ﹤0.01% 926
2017
Q2 		$517K Buy
29,762
+105
+0.4% +$2.14K ﹤0.01% 914
2017
Q1 		$599K Buy
29,657
+1,858
+7% +$36.5K 0.01% 871
2016
Q4 		$395K Buy
+27,799
New +$418K ﹤0.01% 985

Other funds holding HWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Capital Financial Advisors's HWM Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Howmet Aerospace (HWM) stake by 11% in Q2 2026, selling an estimated $517K and leaving 16,270 shares worth $4.37M. The position accounts for 0.02% of the portfolio, ranked #406.

United Capital Financial Advisors first reported a position in HWM in Q4 2016 and has held it in 19 quarters since. 1,596 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • United Capital Financial Advisors held 16,270 shares of Howmet Aerospace worth $4.37M as of Q2 2026.
  • United Capital Financial Advisors sold 2,014 Howmet Aerospace shares in Q2 2026, an estimated $517K.
  • Howmet Aerospace made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #406 holding.
  • United Capital Financial Advisors first reported a position in Howmet Aerospace in Q4 2016 and has held it in 19 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.