Atlas Capital Advisors’s Newell Brands NWL Stock Holding History

Atlas Capital 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	-18,940	Closed	-$117K	–	982
2025 Q1	$117K	Sell	18,940 -29,576	-61%	-$237K	0.01%	520
2024 Q4	$483K	Buy	+48,516	New	+$440K	0.06%	240
2024 Q2	–	Sell	-19	Closed	-$152	–	954
2024 Q1	$152	Hold	19	–	–	﹤0.01%	876
2023 Q4	$164	Hold	19	–	–	﹤0.01%	882
2023 Q3	$171	Hold	19	–	–	﹤0.01%	861
2023 Q2	$165	Hold	19	–	–	﹤0.01%	882
2023 Q1	$236	Hold	19	–	–	﹤0.01%	889
2022 Q4	$248	Hold	19	–	–	﹤0.01%	882
2022 Q3	$263	Hold	19	–	–	﹤0.01%	898
2022 Q2	$361	Hold	19	–	–	﹤0.01%	957
2022 Q1	$407	Sell	19 -468	-96%	-$10.8K	﹤0.01%	892
2021 Q4	$10.6K	Hold	487	–	–	﹤0.01%	710
2021 Q3	$10.8K	Hold	487	–	–	﹤0.01%	715
2021 Q2	$13.4K	Buy	487 +19	+4%	+$524	﹤0.01%	702
2021 Q1	$12.5K	Hold	468	–	–	﹤0.01%	647
2020 Q4	$9.94K	Buy	+468	New	+$9.13K	﹤0.01%	592

Other funds holding NWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlas Capital Advisors's NWL Position: Q2 2025 in Review

Atlas Capital Advisors sold out of Newell Brands (NWL) in Q2 2025, closing a stake of 18,940 shares — an estimated $117K sold.

Atlas Capital Advisors first reported a position in NWL in Q4 2020 and held it in 16 quarters. The position peaked at $483K in Q4 2024. 391 funds tracked by Wall St. Rank hold NWL as of Q2 2025.

Atlas Capital Advisors reported no remaining Newell Brands position as of Q2 2025 after selling out during the quarter.
Atlas Capital Advisors sold 18,940 Newell Brands shares in Q2 2025, an estimated $117K.
Atlas Capital Advisors first reported a position in Newell Brands in Q4 2020 and held it in 16 quarters.
Atlas Capital Advisors's Newell Brands position peaked at $483K in Q4 2024.
391 funds tracked by Wall St. Rank held Newell Brands as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.