BWL
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Bogart Wealth LLC’s Newell Brands NWL Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$559 Buy
+91
New +$385 ﹤0.01% 1761
2023
Q1 		– Sell
-28
Closed -$366 – 1177
2022
Q4 		$366 Buy
+28
New +$383 ﹤0.01% 935
2022
Q2 		– Sell
-59
Closed -$1K – 950
2022
Q1 		$1K Sell
59
-59
-50% -$1.36K ﹤0.01% 748
2021
Q4 		$3K Hold
118
– – ﹤0.01% 622
2021
Q3 		$3K Hold
118
– – ﹤0.01% 594
2021
Q2 		$3K Buy
+118
New +$3.25K ﹤0.01% 573

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bogart Wealth LLC's NWL Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Newell Brands (NWL) in Q2 2026: 91 shares worth $559. The stake represents ﹤0.01% of the portfolio and ranks #1761 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in NWL as recently as Q4 2022.

Bogart Wealth LLC first reported a position in NWL in Q2 2021 and has held it in 6 quarters since. The position peaked at $3K in Q4 2021. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Bogart Wealth LLC held 91 shares of Newell Brands worth $559 as of Q2 2026.
  • Newell Brands was a new Bogart Wealth LLC position in Q2 2026.
  • Newell Brands made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1761 holding.
  • Bogart Wealth LLC first reported a position in Newell Brands in Q2 2021 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Newell Brands position peaked at $3K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.