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Aaron Wealth Advisors’s Newell Brands NWL Stock Holding History

Aaron Wealth Advisors’s Portfolio NWL Stock Details NWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,742
Closed -$197K – 482
2024
Q4 		$197K Buy
+19,742
New +$179K 0.02% 442

Other funds holding NWL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Aaron Wealth Advisors's NWL Position: Q1 2025 in Review

Aaron Wealth Advisors sold out of Newell Brands (NWL) in Q1 2025, closing a stake of 19,742 shares — an estimated $197K sold.

Aaron Wealth Advisors first reported a position in NWL in Q4 2024 and held it in 1 quarter. The position peaked at $197K in Q4 2024. 401 funds tracked by Wall St. Rank hold NWL as of Q1 2025.

  • Aaron Wealth Advisors reported no remaining Newell Brands position as of Q1 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 19,742 Newell Brands shares in Q1 2025, an estimated $197K.
  • Aaron Wealth Advisors first reported a position in Newell Brands in Q4 2024 and held it in 1 quarter.
  • Aaron Wealth Advisors's Newell Brands position peaked at $197K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Newell Brands as of Q1 2025.

Based on Aaron Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.