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 Q2	$76.1K	Sell	12,400 -1,233	-9%	-$5.21K	0.01%	194
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	$381K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CM Wealth Advisors's NWL Position: Q2 2026 in Review

CM Wealth Advisors reduced its Newell Brands (NWL) stake by 9% in Q2 2026, selling an estimated $5.21K and leaving 12,400 shares worth $76.1K. The position accounts for 0.01% of the portfolio, ranked #194.

CM Wealth Advisors first reported a position in NWL in Q2 2022 and has held it in 16 quarters since. The position peaked at $451K in Q2 2022. 425 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

CM Wealth Advisors held 12,400 shares of Newell Brands worth $76.1K as of Q2 2026.
CM Wealth Advisors sold 1,233 Newell Brands shares in Q2 2026, an estimated $5.21K.
Newell Brands made up 0.01% of CM Wealth Advisors's portfolio in Q2 2026, its #194 holding.
CM Wealth Advisors first reported a position in Newell Brands in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's Newell Brands position peaked at $451K in Q2 2022.
425 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.