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 $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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $5.66B AUM 23.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bell Investment Advisors's NWL Position: Q4 2025 in Review

Bell Investment Advisors sold out of Newell Brands (NWL) in Q4 2025, closing a stake of 140 shares — an estimated $734 sold.

Bell Investment Advisors first reported a position in NWL in Q3 2021 and held it in 15 quarters. The position peaked at $7K in Q4 2021. 426 funds tracked by Wall St. Rank hold NWL as of Q4 2025.

Bell Investment Advisors reported no remaining Newell Brands position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 140 Newell Brands shares in Q4 2025, an estimated $734.
Bell Investment Advisors first reported a position in Newell Brands in Q3 2021 and held it in 15 quarters.
Bell Investment Advisors's Newell Brands position peaked at $7K in Q4 2021.
426 funds tracked by Wall St. Rank held Newell Brands as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.