Dynamic Advisor Solutions’s Newell Brands NWL Stock Holding History

Dynamic Advisor Solutions’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	$114K	Sell	18,524 -2,275	-11%	-$9.62K	﹤0.01%	1024
2026 Q1	$71.3K	Buy	20,799 +3,800	+22%	+$16K	﹤0.01%	953
2025 Q4	$63.2K	Buy	16,999 +4,816	+40%	+$19.5K	﹤0.01%	924
2025 Q3	$63.8K	Buy	+12,183	New	+$69K	﹤0.01%	925
2024 Q4	–	Sell	-10,393	Closed	-$79.8K	–	764
2024 Q3	$79.8K	Sell	10,393 -3,649	-26%	-$26.1K	﹤0.01%	910
2024 Q2	$90K	Sell	14,042 -881	-6%	-$6.56K	﹤0.01%	915
2024 Q1	$120K	Buy	14,923 +4,445	+42%	+$35.4K	﹤0.01%	897
2023 Q4	$88.1K	Buy	+10,478	New	+$79.9K	﹤0.01%	872
2018 Q4	–	Sell	-9,834	Closed	-$200K	–	441
2018 Q3	$200K	Sell	9,834 -957	-9%	-$22.5K	0.04%	376
2018 Q2	$279K	Buy	+10,791	New	+$281K	0.06%	309

Other funds holding NWL

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Dynamic Advisor Solutions's NWL Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Newell Brands (NWL) stake by 11% in Q2 2026, selling an estimated $9.62K and leaving 18,524 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Dynamic Advisor Solutions first reported a position in NWL in Q2 2018 and has held it in 10 quarters since. The position peaked at $279K in Q2 2018. 46 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Dynamic Advisor Solutions held 18,524 shares of Newell Brands worth $114K as of Q2 2026.
Dynamic Advisor Solutions sold 2,275 Newell Brands shares in Q2 2026, an estimated $9.62K.
Newell Brands made up ﹤0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #1024 holding.
Dynamic Advisor Solutions first reported a position in Newell Brands in Q2 2018 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Newell Brands position peaked at $279K in Q2 2018.
46 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.