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Wellspring Financial Advisors’s Howmet Aerospace HWM Stock Holding History

Wellspring 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 		$1.15M Sell
4,269
-664
-13% -$171K 0.08% 96
2026
Q1 		$1.14M Sell
4,933
-3
-0.1% -$699 0.09% 86
2025
Q4 		$1.01M Buy
4,936
+3,730
+309% +$742K 0.08% 86
2025
Q3 		$237K Sell
1,206
-522
-30% -$95.1K 0.02% 142
2025
Q2 		$322K Sell
1,728
-566
-25% -$87.1K 0.03% 107
2025
Q1 		$298K Sell
2,294
-191
-8% -$24.3K 0.03% 96
2024
Q4 		$272K Buy
2,485
+244
+11% +$26.7K 0.03% 104
2024
Q3 		$225K Buy
+2,241
New +$202K 0.03% 141

Other funds holding HWM

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

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

Wellspring Financial Advisors reduced its Howmet Aerospace (HWM) stake by 13% in Q2 2026, selling an estimated $171K and leaving 4,269 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #96.

Wellspring Financial Advisors first reported a position in HWM in Q3 2024 and has held it in 8 quarters since. 341 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Wellspring Financial Advisors held 4,269 shares of Howmet Aerospace worth $1.15M as of Q2 2026.
  • Wellspring Financial Advisors sold 664 Howmet Aerospace shares in Q2 2026, an estimated $171K.
  • Howmet Aerospace made up 0.08% of Wellspring Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Wellspring Financial Advisors first reported a position in Howmet Aerospace in Q3 2024 and has held it in 8 quarters since.
  • 341 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.