Capstone Investment Advisors
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Capstone Investment Advisors’s Newell Brands NWL Stock Holding History

Capstone 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
2023
Q4 		– Sell
-8,000
Closed -$72.2K – 2306
2023
Q3 		$72.2K Sell
8,000
-1,600
-17% -$15.9K ﹤0.01% 1985
2023
Q2 		$83.5K Hold
9,600
– – ﹤0.01% 1716
2023
Q1 		$119K Buy
9,600
+2,400
+33% +$33.8K ﹤0.01% 1347
2022
Q4 		$94.2K Buy
7,200
+1,300
+22% +$17.8K ﹤0.01% 1410
2022
Q3 		$82K Sell
5,900
-3,600
-38% -$67.2K ﹤0.01% 1584
2022
Q2 		$181K Sell
9,500
-19,800
-68% -$421K ﹤0.01% 1437
2022
Q1 		$627K Sell
29,300
-19,500
-40% -$451K ﹤0.01% 1437
2021
Q4 		$1.07M Buy
48,800
+6,400
+15% +$145K ﹤0.01% 1281
2021
Q3 		$939K Buy
42,400
+800
+2% +$20.4K ﹤0.01% 1445
2021
Q2 		$1.14M Buy
41,600
+13,800
+50% +$380K ﹤0.01% 1179
2021
Q1 		$744K Buy
27,800
+10,600
+62% +$263K ﹤0.01% 1190
2020
Q4 		$365K Buy
17,200
+9,700
+129% +$189K ﹤0.01% 1324
2020
Q3 		$129K Sell
7,500
-3,200
-30% -$53.4K ﹤0.01% 1322
2020
Q2 		$170K Buy
10,700
+9,200
+613% +$126K ﹤0.01% 1231
2020
Q1 		$20K Sell
1,500
-22,700
-94% -$391K ﹤0.01% 1098
2019
Q4 		$465K Buy
24,200
+2,700
+13% +$52K ﹤0.01% 1158
2019
Q3 		$402K Buy
21,500
+4,900
+30% +$79K ﹤0.01% 1133
2019
Q2 		$256K Buy
16,600
+7,700
+87% +$115K ﹤0.01% 1224
2019
Q1 		$137K Buy
8,900
+800
+10% +$14.7K ﹤0.01% 1176
2018
Q4 		$151K Buy
8,100
+500
+7% +$9.94K ﹤0.01% 1067
2018
Q3 		$154K Buy
+7,600
New +$178K ﹤0.01% 1061
2016
Q2 		– Sell
-49,000
Closed -$2.17M – 808
2016
Q1 		$2.17M Buy
+49,000
New +$1.92M 0.07% 177

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
Vanguard Group
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 $315B AUM 27.84% 1-Year Est. Return
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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capstone Investment Advisors sold out of Newell Brands (NWL) in Q4 2025, closing a stake of 75,672 shares — an estimated $397K sold.

Capstone Investment Advisors first reported a position in NWL in Q4 2016 and held it in 24 quarters. The position peaked at $5.42M in Q2 2017. 425 funds tracked by Wall St. Rank hold NWL as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Newell Brands position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 75,672 Newell Brands shares in Q4 2025, an estimated $397K.
  • Capstone Investment Advisors first reported a position in Newell Brands in Q4 2016 and held it in 24 quarters.
  • Capstone Investment Advisors's Newell Brands position peaked at $5.42M in Q2 2017.
  • 425 funds tracked by Wall St. Rank held Newell Brands as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.