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CM Wealth Advisors’s Newell Brands NWL Stock Holding History

CM Wealth 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 		$46.8K Sell
13,633
-1,233
-8% -$5.18K 0.01% 146
2025
Q4 		$55.3K Sell
14,866
-1,234
-8% -$4.99K 0.01% 138
2025
Q3 		$84.4K Hold
16,100
– – 0.02% 89
2025
Q2 		$86.9K Sell
16,100
-11,300
-41% -$59.9K 0.03% 82
2025
Q1 		$170K Hold
27,400
– – 0.05% 86
2024
Q4 		$273K Hold
27,400
– – 0.09% 72
2024
Q3 		$210K Hold
27,400
– – 0.07% 84
2024
Q2 		$176K Buy
+27,400
New +$204K 0.08% 75
2024
Q1 		– Sell
-27,400
Closed -$238K – 190
2023
Q4 		$238K Hold
27,400
– – 0.1% 68
2023
Q3 		$202K Buy
27,400
+3,700
+16% +$36.8K 0.08% 76
2023
Q2 		$262K Sell
23,700
-3,700
-14% -$36.8K 0.09% 124
2023
Q1 		$325K Buy
27,400
+3,700
+16% +$52.2K 0.06% 306
2022
Q4 		$310K Sell
23,700
-3,700
-14% -$50.6K 0.16% 53
2022
Q3 		$381M Buy
27,400
+3,700
+16% +$69.1K 0.21% 49
2022
Q2 		$451K Buy
+23,700
New +$504K 0.28% 44

Other funds holding NWL

BlackRock
BlackRock New York $5.7T 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 $8.16B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return