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Center for Financial Planning’s Newell Brands NWL Stock Holding History

Center for Financial Planning’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
-58
Closed -$216 – 704
2025
Q4 		$216 Buy
+58
New +$234 ﹤0.01% 663

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 $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 $315B AUM 27.84% 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 $3.37T AUM 44.26% 1-Year Est. Return

Center for Financial Planning's NWL Position: Q1 2026 in Review

Center for Financial Planning sold out of Newell Brands (NWL) in Q1 2026, closing a stake of 58 shares — an estimated $216 sold.

Center for Financial Planning first reported a position in NWL in Q4 2025 and held it in 1 quarter. The position peaked at $216 in Q4 2025. 424 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Center for Financial Planning reported no remaining Newell Brands position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 58 Newell Brands shares in Q1 2026, an estimated $216.
  • Center for Financial Planning first reported a position in Newell Brands in Q4 2025 and held it in 1 quarter.
  • Center for Financial Planning's Newell Brands position peaked at $216 in Q4 2025.
  • 424 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.