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CreativeOne Wealth’s Newell Brands NWL Stock Holding History

CreativeOne Wealth’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 		– Sell
-10,965
Closed -$40.8K – 1237
2025
Q4 		$40.8K Buy
10,965
+582
+6% +$2.35K ﹤0.01% 1164
2025
Q3 		$54.4K Buy
+10,383
New +$58.8K ﹤0.01% 1141

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

CreativeOne Wealth's NWL Position: Q1 2026 in Review

CreativeOne Wealth sold out of Newell Brands (NWL) in Q1 2026, closing a stake of 10,965 shares — an estimated $40.8K sold.

CreativeOne Wealth first reported a position in NWL in Q3 2025 and held it in 2 quarters. The position peaked at $54.4K in Q3 2025. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • CreativeOne Wealth reported no remaining Newell Brands position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 10,965 Newell Brands shares in Q1 2026, an estimated $40.8K.
  • CreativeOne Wealth first reported a position in Newell Brands in Q3 2025 and held it in 2 quarters.
  • CreativeOne Wealth's Newell Brands position peaked at $54.4K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.