Atria Wealth Solutions’s Newell Brands NWL Stock Holding History

Atria Wealth Solutions’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	-11,204	Closed	-$69.5K	–	1762
2025 Q1	$69.5K	Buy	+11,204	New	+$89.9K	﹤0.01%	1813
2024 Q3	–	Sell	-16,048	Closed	-$103K	–	2016
2024 Q2	$103K	Buy	+16,048	New	+$119K	﹤0.01%	1856
2023 Q2	–	Sell	-19,958	Closed	-$248K	–	1952
2023 Q1	$248K	Buy	19,958 +2,484	+14%	+$35K	﹤0.01%	1531
2022 Q4	$229K	Buy	17,474 +3,170	+22%	+$43.3K	﹤0.01%	1525
2022 Q3	$199K	Buy	14,304 +3,199	+29%	+$59.7K	﹤0.01%	1559
2022 Q2	$211K	Sell	11,105 -20,614	-65%	-$438K	﹤0.01%	1428
2022 Q1	$679K	Buy	+31,719	New	+$733K	0.01%	910

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's NWL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Newell Brands (NWL) in Q2 2025, closing a stake of 11,204 shares — an estimated $69.5K sold.

Atria Wealth Solutions first reported a position in NWL in Q1 2022 and held it in 7 quarters. The position peaked at $679K in Q1 2022. 393 funds tracked by Wall St. Rank hold NWL as of Q2 2025.

Atria Wealth Solutions reported no remaining Newell Brands position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 11,204 Newell Brands shares in Q2 2025, an estimated $69.5K.
Atria Wealth Solutions first reported a position in Newell Brands in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's Newell Brands position peaked at $679K in Q1 2022.
393 funds tracked by Wall St. Rank held Newell Brands as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.