Bell Investment Advisors’s Newell Brands NWL Stock Holding History

Bell 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 Q4	–	Sell	-140	Closed	-$734	–	1907
2025 Q3	$734	Buy	140 +101	+259%	+$572	﹤0.01%	1645
2025 Q2	$211	Sell	39 -147	-79%	-$779	﹤0.01%	1845
2025 Q1	$1.15K	Hold	186	–	–	﹤0.01%	1500
2024 Q4	$1.85K	Hold	186	–	–	﹤0.01%	1362
2024 Q3	$1.43K	Hold	186	–	–	﹤0.01%	1472
2024 Q2	$1.19K	Hold	186	–	–	﹤0.01%	1555
2024 Q1	$1.49K	Sell	186 -276	-60%	-$2.2K	﹤0.01%	1465
2023 Q4	$4.01K	Buy	462 +350	+313%	+$2.67K	﹤0.01%	989
2023 Q3	$1.01K	Sell	112 -22	-16%	-$219	﹤0.01%	1569
2023 Q2	$1.17K	Sell	134 -20	-13%	-$199	﹤0.01%	1544
2023 Q1	$1.92K	Buy	154 +79	+105%	+$1.11K	﹤0.01%	1289
2022 Q4	$981	Buy	75 +15	+25%	+$205	﹤0.01%	1603
2022 Q3	$1K	Buy	+60	New	+$1.12K	﹤0.01%	1502
2021 Q4	$7K	Buy	313 +204	+187%	+$4.61K	﹤0.01%	623
2021 Q3	$2K	Buy	+109	New	+$2.78K	﹤0.01%	1117

Other funds holding NWL

BlackRock New York $5.7T 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return