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Clearstead Trust’s Newell Brands NWL Stock Holding History

Clearstead Trust’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
Q2 		– Sell
-497
Closed -$1.71K – 1004
2026
Q1 		$1.71K Buy
497
+160
+47% +$672 ﹤0.01% 897
2025
Q4 		$1.25K Buy
337
+64
+23% +$259 ﹤0.01% 932
2025
Q3 		$1.43K Sell
273
-182
-40% -$1.03K ﹤0.01% 1103
2025
Q2 		$2.46K Buy
455
+352
+342% +$1.87K ﹤0.01% 899
2025
Q1 		$639 Buy
+103
New +$826 ﹤0.01% 851
2017
Q4 		– Sell
-750
Closed -$32K – 221
2017
Q3 		$32K Hold
750
– – 0.02% 169
2017
Q2 		$40K Buy
+750
New +$38K 0.03% 165

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 $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Trust's NWL Position: Q2 2026 in Review

Clearstead Trust sold out of Newell Brands (NWL) in Q2 2026, closing a stake of 497 shares — an estimated $1.71K sold.

Clearstead Trust first reported a position in NWL in Q2 2017 and held it in 7 quarters. The position peaked at $40K in Q2 2017. 425 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Clearstead Trust reported no remaining Newell Brands position as of Q2 2026 after selling out during the quarter.
  • Clearstead Trust sold 497 Newell Brands shares in Q2 2026, an estimated $1.71K.
  • Clearstead Trust first reported a position in Newell Brands in Q2 2017 and held it in 7 quarters.
  • Clearstead Trust's Newell Brands position peaked at $40K in Q2 2017.
  • 425 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.