UFPG
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United Financial Planning Group’s Howmet Aerospace HWM Stock Holding History

United Financial Planning Group’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 		$22.9K Hold
85
– – 0.01% 155
2026
Q1 		$19.6K Buy
85
+22
+35% +$5.13K 0.01% 138
2025
Q4 		$12.9K Buy
+63
New +$12.5K 0.01% 175

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 Financial Planning Group's HWM Position: Q2 2026 in Review

United Financial Planning Group held its Howmet Aerospace (HWM) position steady in Q2 2026 at 85 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #155.

United Financial Planning Group first reported a position in HWM in Q4 2025 and has held it in 3 quarters since. 1,602 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • United Financial Planning Group held 85 shares of Howmet Aerospace worth $22.9K as of Q2 2026.
  • United Financial Planning Group left its Howmet Aerospace share count unchanged in Q2 2026.
  • Howmet Aerospace made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #155 holding.
  • United Financial Planning Group first reported a position in Howmet Aerospace in Q4 2025 and has held it in 3 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.