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Bullock Wealth Management’s Newell Brands NWL Stock Holding History

Bullock Wealth Management’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
Q1 		– Sell
-337
Closed -$1.25K – 645
2025
Q4 		$1.25K Buy
+337
New +$1.36K ﹤0.01% 549

Other funds holding NWL

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bullock Wealth Management's NWL Position: Q1 2026 in Review

Bullock Wealth Management sold out of Newell Brands (NWL) in Q1 2026, closing a stake of 337 shares — an estimated $1.25K sold.

Bullock Wealth Management first reported a position in NWL in Q4 2025 and held it in 1 quarter. The position peaked at $1.25K in Q4 2025. 425 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Bullock Wealth Management reported no remaining Newell Brands position as of Q1 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 337 Newell Brands shares in Q1 2026, an estimated $1.25K.
  • Bullock Wealth Management first reported a position in Newell Brands in Q4 2025 and held it in 1 quarter.
  • Bullock Wealth Management's Newell Brands position peaked at $1.25K in Q4 2025.
  • 425 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Bullock Wealth Management's 13F filing for Q1 2026, filed 10 Sep 2026.