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Caerus Investment Advisors’s Newell Brands NWL Stock Holding History

Caerus 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
2026
Q1 		$54.7K Buy
15,958
+2,796
+21% +$11.7K 0.02% 262
2025
Q4 		$49K Buy
+13,162
New +$53.2K 0.02% 309

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DRZID
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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caerus Investment Advisors's NWL Position: Q1 2026 in Review

Caerus Investment Advisors increased its Newell Brands (NWL) stake by 21% in Q1 2026, buying an estimated $11.7K and bringing the position to 15,958 shares worth $54.7K. The position accounts for 0.02% of the portfolio, ranked #262.

Caerus Investment Advisors first reported a position in NWL in Q4 2025 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Caerus Investment Advisors held 15,958 shares of Newell Brands worth $54.7K as of Q1 2026.
  • Caerus Investment Advisors bought 2,796 Newell Brands shares in Q1 2026, an estimated $11.7K.
  • Newell Brands made up 0.02% of Caerus Investment Advisors's portfolio in Q1 2026, its #262 holding.
  • Caerus Investment Advisors first reported a position in Newell Brands in Q4 2025 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.