EWA
NWL icon

EP Wealth Advisors’s Newell Brands NWL Stock Holding History

EP Wealth Advisors’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
Q2 		$120K Sell
22,215
-16,531
-43% -$87.6K ﹤0.01% 1354
2025
Q1 		$240K Buy
38,746
+7,009
+22% +$56.2K ﹤0.01% 1037
2024
Q4 		$316K Buy
31,737
+3,316
+12% +$30.1K ﹤0.01% 854
2024
Q3 		$218K Buy
+28,421
New +$204K ﹤0.01% 1001

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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EP Wealth Advisors's NWL Position: Q2 2025 in Review

EP Wealth Advisors reduced its Newell Brands (NWL) stake by 43% in Q2 2025, selling an estimated $87.6K and leaving 22,215 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

EP Wealth Advisors first reported a position in NWL in Q3 2024 and has held it in 4 quarters since. The position peaked at $316K in Q4 2024. 393 funds tracked by Wall St. Rank hold NWL as of Q2 2025.

  • EP Wealth Advisors held 22,215 shares of Newell Brands worth $120K as of Q2 2025.
  • EP Wealth Advisors sold 16,531 Newell Brands shares in Q2 2025, an estimated $87.6K.
  • Newell Brands made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1354 holding.
  • EP Wealth Advisors first reported a position in Newell Brands in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's Newell Brands position peaked at $316K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Newell Brands as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.