Creative Planning
NWL icon

Creative Planning’s Newell Brands NWL Stock Holding History

Creative 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
2019
Q4 		– Sell
-2,000
Closed -$2K – 2079
2019
Q3 		$2K Sell
2,000
-2,000
-50% -$32.2K ﹤0.01% 1955
2019
Q2 		$2K Buy
+4,000
New +$59.9K ﹤0.01% 1978
2018
Q4 		– Sell
-1,000
Closed -$1K – 2055
2018
Q3 		$1K Hold
1,000
– – ﹤0.01% 2058
2018
Q2 		$4K Buy
+1,000
New +$26K ﹤0.01% 1986

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

Creative Planning's NWL Position: Q1 2026 in Review

Creative Planning increased its Newell Brands (NWL) stake by 17% in Q1 2026, buying an estimated $233K and bringing the position to 390,975 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Creative Planning first reported a position in NWL in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.49M in Q2 2021. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Creative Planning held 390,975 shares of Newell Brands worth $1.34M as of Q1 2026.
  • Creative Planning bought 55,549 Newell Brands shares in Q1 2026, an estimated $233K.
  • Newell Brands made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2222 holding.
  • Creative Planning first reported a position in Newell Brands in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Newell Brands position peaked at $1.49M in Q2 2021.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.