AIA
NWL icon

AssuredPartners Investment Advisors’s Newell Brands NWL Stock Holding History

AssuredPartners Investment 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
Q2 		– Sell
-47,979
Closed -$297K – 303
2025
Q1 		$297K Buy
47,979
+4,398
+10% +$35.3K 0.06% 270
2024
Q4 		$434K Buy
+43,581
New +$395K 0.08% 213

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

AssuredPartners Investment Advisors's NWL Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of Newell Brands (NWL) in Q2 2025, closing a stake of 47,979 shares — an estimated $297K sold.

AssuredPartners Investment Advisors first reported a position in NWL in Q4 2024 and held it in 2 quarters. The position peaked at $434K in Q4 2024. 391 funds tracked by Wall St. Rank hold NWL as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining Newell Brands position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 47,979 Newell Brands shares in Q2 2025, an estimated $297K.
  • AssuredPartners Investment Advisors first reported a position in Newell Brands in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's Newell Brands position peaked at $434K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Newell Brands as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.