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 $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

Creative Planning's NWL Position: Q2 2026 in Review

Creative Planning increased its Newell Brands (NWL) stake by 5.6% in Q2 2026, buying an estimated $91.9K and bringing the position to 412,718 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Creative Planning first reported a position in NWL in Q2 2013 and has held it in 52 quarters since. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Creative Planning held 412,718 shares of Newell Brands worth $2.53M as of Q2 2026.
  • Creative Planning bought 21,743 Newell Brands shares in Q2 2026, an estimated $91.9K.
  • Newell Brands made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1902 holding.
  • Creative Planning first reported a position in Newell Brands in Q2 2013 and has held it in 52 quarters since.
  • 427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.