CAPTRUST Financial Advisors’s Newell Brands NWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$431K Buy
125,736
+33,459
+36% +$141K ﹤0.01% 2134
2025
Q4
$343K Buy
92,277
+26,199
+40% +$106K ﹤0.01% 2144
2025
Q3
$346K Sell
66,078
-696
-1% -$3.94K ﹤0.01% 2077
2025
Q2
$361K Sell
66,774
-51,631
-44% -$274K ﹤0.01% 1937
2025
Q1
$734K Buy
118,405
+23,051
+24% +$185K ﹤0.01% 1432
2024
Q4
$950K Buy
95,354
+8,572
+10% +$77.8K ﹤0.01% 1263
2024
Q3
$666K Buy
86,782
+5,305
+7% +$38K ﹤0.01% 1427
2024
Q2
$522K Buy
81,477
+1,340
+2% +$9.97K ﹤0.01% 1475
2024
Q1
$643K Buy
80,137
+8,407
+12% +$66.9K ﹤0.01% 1357
2023
Q4
$623K Sell
71,730
-81,745
-53% -$623K ﹤0.01% 1580
2023
Q3
$1.39M Buy
153,475
+77,376
+102% +$770K 0.01% 1014
2023
Q2
$662K Sell
76,099
-105,383
-58% -$1.05M ﹤0.01% 1468
2023
Q1
$2.26M Sell
181,482
-401,869
-69% -$5.67M 0.01% 700
2022
Q4
$7.63M Sell
583,351
-32,633
-5% -$446K 0.04% 344
2022
Q3
$8.56M Buy
615,984
+331,030
+116% +$6.18M 0.05% 291
2022
Q2
$5.43M Buy
284,954
+5,880
+2% +$125K 0.04% 354
2022
Q1
$5.97M Sell
279,074
-427,597
-61% -$9.88M 0.04% 331
2021
Q4
$15.4M Buy
706,671
+8,037
+1% +$182K 0.11% 183
2021
Q3
$15.5M Buy
698,634
+103,560
+17% +$2.64M 0.13% 165
2021
Q2
$16.3M Buy
595,074
+70,902
+14% +$1.95M 0.15% 146
2021
Q1
$14M Buy
524,172
+77,881
+17% +$1.93M 0.15% 145
2020
Q4
$9.47M Buy
446,291
+54,306
+14% +$1.06M 0.13% 164
2020
Q3
$6.67M Buy
391,985
+35,004
+10% +$584K 0.11% 181
2020
Q2
$5.63M Buy
356,981
+90,275
+34% +$1.24M 0.09% 209
2020
Q1
$3.3M Buy
266,706
+252,695
+1,804% +$4.35M 0.07% 241
2019
Q4
$267K Buy
14,011
+7,025
+101% +$135K ﹤0.01% 883
2019
Q3
$131K Sell
6,986
-76
-1% -$1.23K ﹤0.01% 681
2019
Q2
$109K Buy
7,062
+6,583
+1,374% +$98.5K ﹤0.01% 726
2019
Q1
$7K Buy
479
+2
+0.4% +$37 ﹤0.01% 1467
2018
Q4
$9K Sell
477
-300
-39% -$5.97K ﹤0.01% 1245
2018
Q3
$16K Hold
777
﹤0.01% 1086
2018
Q2
$20K Buy
777
+477
+159% +$12.4K ﹤0.01% 954
2018
Q1
$7K Hold
300
﹤0.01% 1109
2017
Q4
$9K Buy
+300
New +$10.3K ﹤0.01% 1021

Other funds holding NWL

CAPTRUST Financial Advisors's NWL Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Newell Brands (NWL) stake by 36% in Q1 2026, buying an estimated $141K and bringing the position to 125,736 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

CAPTRUST Financial Advisors first reported a position in NWL in Q4 2017 and has held it in 34 quarters since. The position peaked at $16.3M in Q2 2021. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • CAPTRUST Financial Advisors held 125,736 shares of Newell Brands worth $431K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 33,459 Newell Brands shares in Q1 2026, an estimated $141K.
  • Newell Brands made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2134 holding.
  • CAPTRUST Financial Advisors first reported a position in Newell Brands in Q4 2017 and has held it in 34 quarters since.
  • CAPTRUST Financial Advisors's Newell Brands position peaked at $16.3M in Q2 2021.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.