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Atria Investments’s Newell Brands NWL Stock Holding History

Atria Investments’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
-10,226
Closed -$63.4K – 2052
2025
Q1 		$63.4K Buy
+10,226
New +$82.1K ﹤0.01% 1880
2020
Q1 		– Sell
-36,020
Closed -$692K – 980
2019
Q4 		$692K Buy
36,020
+23,140
+180% +$446K 0.02% 672
2019
Q3 		$241K Sell
12,880
-320
-2% -$5.16K 0.01% 788
2019
Q2 		$210K Sell
13,200
-138
-1% -$2.07K 0.01% 892
2019
Q1 		$205K Sell
13,338
-26,644
-67% -$489K 0.01% 861
2018
Q4 		$743K Sell
39,982
-4,969
-11% -$98.8K 0.03% 381
2018
Q3 		$913K Buy
44,951
+2,107
+5% +$49.5K 0.04% 422
2018
Q2 		$1.1M Buy
+42,844
New +$1.12M 0.05% 357

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $4.21B AUM 44.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Investments's NWL Position: Q2 2025 in Review

Atria Investments sold out of Newell Brands (NWL) in Q2 2025, closing a stake of 10,226 shares — an estimated $63.4K sold.

Atria Investments first reported a position in NWL in Q2 2018 and held it in 8 quarters. The position peaked at $1.1M in Q2 2018. 394 funds tracked by Wall St. Rank hold NWL as of Q2 2025.

  • Atria Investments reported no remaining Newell Brands position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 10,226 Newell Brands shares in Q2 2025, an estimated $63.4K.
  • Atria Investments first reported a position in Newell Brands in Q2 2018 and held it in 8 quarters.
  • Atria Investments's Newell Brands position peaked at $1.1M in Q2 2018.
  • 394 funds tracked by Wall St. Rank held Newell Brands as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.