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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return