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Clearstead Advisors’s Newell Brands NWL Stock Holding History

Clearstead 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 		$60.4K Buy
17,603
+4,212
+31% +$17.7K ﹤0.01% 1239
2025
Q4 		$49.8K Buy
13,391
+7,889
+143% +$31.9K ﹤0.01% 1403
2025
Q3 		$28.8K Buy
5,502
+66
+1% +$374 ﹤0.01% 1479
2025
Q2 		$29.4K Buy
5,436
+28
+0.5% +$148 ﹤0.01% 1469
2025
Q1 		$33.5K Buy
5,408
+5,349
+9,066% +$42.9K ﹤0.01% 1277
2024
Q4 		$588 Hold
59
– – ﹤0.01% 1969
2024
Q3 		$454 Hold
59
– – ﹤0.01% 1960
2024
Q2 		$379 Hold
59
– – ﹤0.01% 1951
2024
Q1 		$487 Hold
59
– – ﹤0.01% 1458
2023
Q4 		$513 Sell
59
-59
-50% -$450 ﹤0.01% 1459
2023
Q3 		$1.07K Sell
118
-469
-80% -$4.67K ﹤0.01% 1454
2023
Q2 		$5.1K Buy
587
+5
+0.9% +$50 ﹤0.01% 1050
2023
Q1 		$7.24K Buy
582
+9
+2% +$127 ﹤0.01% 990
2022
Q4 		$7.49K Buy
573
+68
+13% +$929 ﹤0.01% 942
2022
Q3 		$7K Buy
+505
New +$9.43K ﹤0.01% 935

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