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Dogwood Wealth Management’s Newell Brands NWL Stock Holding History

Dogwood Wealth Management’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 		$430 Buy
70
+1
+1% +$4 ﹤0.01% 814
2026
Q1 		$237 Buy
69
+1
+1% +$4 ﹤0.01% 820
2025
Q4 		$252 Buy
68
+1
+1% +$4 ﹤0.01% 687
2025
Q3 		$349 Buy
67
+1
+2% +$6 ﹤0.01% 670
2025
Q2 		$376 Buy
66
+1
+2% +$5 ﹤0.01% 643
2025
Q1 		$403 Buy
65
+1
+2% +$8 ﹤0.01% 477
2024
Q4 		$640 Hold
64
– – ﹤0.01% 252
2024
Q3 		$491 Buy
64
+1
+2% +$7 ﹤0.01% 187
2024
Q2 		$406 Hold
63
– – ﹤0.01% 236
2024
Q1 		$503 Buy
63
+1
+2% +$8 ﹤0.01% 231
2023
Q4 		$539 Buy
+62
New +$473 ﹤0.01% 207

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

Dogwood Wealth Management's NWL Position: Q2 2026 in Review

Dogwood Wealth Management increased its Newell Brands (NWL) stake by 1.4% in Q2 2026, buying an estimated $4 and bringing the position to 70 shares worth $430. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Dogwood Wealth Management first reported a position in NWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $640 in Q4 2024. 425 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Dogwood Wealth Management held 70 shares of Newell Brands worth $430 as of Q2 2026.
  • Dogwood Wealth Management bought 1 Newell Brands share in Q2 2026, an estimated $4.
  • Newell Brands made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #814 holding.
  • Dogwood Wealth Management first reported a position in Newell Brands in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Newell Brands position peaked at $640 in Q4 2024.
  • 425 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.