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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
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

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

Valeo Financial Advisors's HWM Position: Q2 2026 in Review

Valeo Financial Advisors increased its Howmet Aerospace (HWM) stake by 25% in Q2 2026, buying an estimated $105K and bringing the position to 2,020 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #427.

Valeo Financial Advisors first reported a position in HWM in Q3 2017 and has held it in 20 quarters since. The position peaked at $616K in Q4 2025. 1,598 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Valeo Financial Advisors held 2,020 shares of Howmet Aerospace worth $543K as of Q2 2026.
  • Valeo Financial Advisors bought 409 Howmet Aerospace shares in Q2 2026, an estimated $105K.
  • Howmet Aerospace made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #427 holding.
  • Valeo Financial Advisors first reported a position in Howmet Aerospace in Q3 2017 and has held it in 20 quarters since.
  • Valeo Financial Advisors's Howmet Aerospace position peaked at $616K in Q4 2025.
  • 1,598 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.