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Valeo Financial Advisors’s Howmet Aerospace HWM Stock Holding History

Valeo 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
Q3 		$445K Sell
1,966
-54
-3% -$14.2K 0.01% 491
2026
Q2 		$543K Buy
2,020
+409
+25% +$105K 0.01% 427
2026
Q1 		$371K Sell
1,611
-1,394
-46% -$325K 0.01% 478
2025
Q4 		$616K Buy
3,005
+137
+5% +$27.3K 0.01% 411
2025
Q3 		$563K Sell
2,868
-244
-8% -$44.5K 0.01% 437
2025
Q2 		$579K Buy
3,112
+144
+5% +$22.2K 0.01% 418
2025
Q1 		$385K Buy
2,968
+184
+7% +$23.4K 0.01% 472
2024
Q4 		$305K Buy
2,784
+241
+9% +$26.4K 0.01% 535
2024
Q3 		$255K Sell
2,543
-610
-19% -$55.1K 0.01% 580
2024
Q2 		$245K Sell
3,153
-49
-2% -$3.71K 0.01% 556
2024
Q1 		$207K Sell
3,202
-1,369
-30% -$83.9K 0.01% 601
2023
Q4 		$247K Buy
4,571
+200
+5% +$9.87K 0.01% 550
2023
Q3 		$202K Buy
4,371
+274
+7% +$13.4K 0.01% 566
2023
Q2 		$203K Sell
4,097
-979
-19% -$43.6K 0.01% 545
2023
Q1 		$215K Buy
+5,076
New +$208K 0.01% 533
2021
Q2 		– Sell
-22
Closed -$1K – 1094
2021
Q1 		$1K Buy
+22
New +$633 ﹤0.01% 1891
2020
Q2 		– Sell
-957
Closed -$10K – 2076
2020
Q1 		$10K Buy
+957
New +$19.9K ﹤0.01% 1094
2018
Q4 		– Sell
-522
Closed -$8K – 1596
2018
Q3 		$8K Hold
522
– – ﹤0.01% 1038
2018
Q2 		$8K Buy
+522
New +$7.75K ﹤0.01% 1009
2018
Q1 		– Sell
-167
Closed -$3K – 1571
2017
Q4 		$3K Buy
167
+1
+0.6% +$19 ﹤0.01% 1115
2017
Q3 		$3K Buy
+166
New +$3.18K ﹤0.01% 961

Other funds holding HWM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Valeo Financial Advisors's HWM Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Howmet Aerospace (HWM) stake by 2.7% in Q3 2026, selling an estimated $14.2K and leaving 1,966 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #491.

Valeo Financial Advisors first reported a position in HWM in Q3 2017 and has held it in 21 quarters since. The position peaked at $616K in Q4 2025. 56 funds tracked by Wall St. Rank hold HWM as of Q3 2026.

  • Valeo Financial Advisors held 1,966 shares of Howmet Aerospace worth $445K as of Q3 2026.
  • Valeo Financial Advisors sold 54 Howmet Aerospace shares in Q3 2026, an estimated $14.2K.
  • Howmet Aerospace made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #491 holding.
  • Valeo Financial Advisors first reported a position in Howmet Aerospace in Q3 2017 and has held it in 21 quarters since.
  • Valeo Financial Advisors's Howmet Aerospace position peaked at $616K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.