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AE Wealth Management’s Newell Brands NWL Stock Holding History

AE Wealth Management’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
2026
Q1 		$43.7K Buy
+12,749
New +$53.5K ﹤0.01% 1989
2025
Q2 		– Sell
-317,471
Closed -$1.97M – 2234
2025
Q1 		$1.97M Buy
317,471
+125,944
+66% +$1.01M 0.02% 532
2024
Q4 		$1.91M Buy
191,527
+180,855
+1,695% +$1.64M 0.02% 535
2024
Q3 		$82K Sell
10,672
-46,706
-81% -$334K ﹤0.01% 1215
2024
Q2 		$368K Sell
57,378
-950,766
-94% -$7.08M ﹤0.01% 972
2024
Q1 		$8.1M Sell
1,008,144
-126,209
-11% -$1M 0.09% 238
2023
Q4 		$9.86M Sell
1,134,353
-238,645
-17% -$1.82M 0.05% 398
2023
Q3 		$12.4M Sell
1,372,998
-106,625
-7% -$1.06M 0.07% 328
2023
Q2 		$12.9M Buy
1,479,623
+1,469,522
+14,548% +$14.6M 0.08% 314
2023
Q1 		$126K Buy
+10,101
New +$142K ﹤0.01% 1772
2022
Q4 		– Sell
-46,792
Closed -$650K – 1884
2022
Q3 		$650K Sell
46,792
-51,524
-52% -$962K 0.01% 1112
2022
Q2 		$1.87M Buy
98,316
+37,550
+62% +$798K 0.02% 693
2022
Q1 		$1.3M Sell
60,766
-1,282
-2% -$29.6K 0.01% 837
2021
Q4 		$1.35M Sell
62,048
-8,710
-12% -$197K 0.01% 825
2021
Q3 		$1.57M Sell
70,758
-3,900
-5% -$99.6K 0.01% 725
2021
Q2 		$2.05M Sell
74,658
-1,310
-2% -$36.1K 0.02% 633
2021
Q1 		$2.03M Sell
75,968
-2,835
-4% -$70.3K 0.02% 562
2020
Q4 		$1.67M Sell
78,803
-3,426
-4% -$66.8K 0.02% 550
2020
Q3 		$1.41M Sell
82,229
-1,700
-2% -$28.4K 0.02% 527
2020
Q2 		$1.33M Sell
83,929
-379
-0.4% -$5.2K 0.02% 526
2020
Q1 		$1.12M Buy
84,308
+6,652
+9% +$114K 0.03% 452
2019
Q4 		$1.49M Buy
77,656
+636
+0.8% +$12.3K 0.03% 429
2019
Q3 		$1.44M Buy
77,020
+6,242
+9% +$101K 0.04% 347
2019
Q2 		$1.09M Buy
+70,778
New +$1.06M 0.03% 386

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's NWL Position: Q1 2026 in Review

AE Wealth Management opened a new position in Newell Brands (NWL) in Q1 2026: 12,749 shares worth $43.7K. The stake represents ﹤0.01% of the portfolio and ranks #1989 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in NWL as recently as Q1 2025.

AE Wealth Management first reported a position in NWL in Q2 2019 and has held it in 24 quarters since. The position peaked at $12.9M in Q2 2023. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • AE Wealth Management held 12,749 shares of Newell Brands worth $43.7K as of Q1 2026.
  • Newell Brands was a new AE Wealth Management position in Q1 2026.
  • Newell Brands made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1989 holding.
  • AE Wealth Management first reported a position in Newell Brands in Q2 2019 and has held it in 24 quarters since.
  • AE Wealth Management's Newell Brands position peaked at $12.9M in Q2 2023.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.