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CX Institutional’s Newell Brands NWL Stock Holding History

CX Institutional’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
2025
Q4 		– Sell
-215
Closed -$1K – 1572
2025
Q3 		$1K Buy
+215
New +$1.22K ﹤0.01% 1359
2023
Q1 		– Sell
-173,892
Closed -$2.27M – 554
2022
Q4 		$2.27M Buy
173,892
+52,028
+43% +$711K 0.14% 186
2022
Q3 		$1.69M Buy
121,864
+120,572
+9,332% +$2.25M 0.12% 212
2022
Q2 		$25K Buy
+1,292
New +$27.4K ﹤0.01% 801
2021
Q4 		– Sell
-1,351
Closed -$30K – 734
2021
Q3 		$30K Sell
1,351
-9
-0.7% -$230 ﹤0.01% 666
2021
Q2 		$37K Buy
1,360
+81
+6% +$2.23K ﹤0.01% 620
2021
Q1 		$34K Buy
1,279
+838
+190% +$20.8K ﹤0.01% 569
2020
Q4 		$9K Sell
441
-577
-57% -$11.3K ﹤0.01% 736
2020
Q3 		$17K Buy
1,018
+775
+319% +$12.9K ﹤0.01% 584
2020
Q2 		$4K Buy
243
+5
+2% +$69 ﹤0.01% 691
2020
Q1 		$3K Buy
238
+154
+183% +$2.65K ﹤0.01% 624
2019
Q4 		$2K Hold
84
– – ﹤0.01% 673
2019
Q3 		$2K Buy
84
+12
+17% +$193 ﹤0.01% 732
2019
Q2 		$1K Sell
72
-9
-11% -$135 ﹤0.01% 880
2019
Q1 		$1K Buy
+81
New +$1.49K ﹤0.01% 763

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CX Institutional's NWL Position: Q4 2025 in Review

CX Institutional sold out of Newell Brands (NWL) in Q4 2025, closing a stake of 215 shares — an estimated $1K sold.

CX Institutional first reported a position in NWL in Q1 2019 and held it in 15 quarters. The position peaked at $2.27M in Q4 2022. 426 funds tracked by Wall St. Rank hold NWL as of Q4 2025.

  • CX Institutional reported no remaining Newell Brands position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 215 Newell Brands shares in Q4 2025, an estimated $1K.
  • CX Institutional first reported a position in Newell Brands in Q1 2019 and held it in 15 quarters.
  • CX Institutional's Newell Brands position peaked at $2.27M in Q4 2022.
  • 426 funds tracked by Wall St. Rank held Newell Brands as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.