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Essential Partners’s Newell Brands NWL Stock Holding History

Essential Partners’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
Q3 		$28.4K Sell
5,383
-3,764
-41% -$21.4K 0.01% 796
2026
Q2 		$56.2K Buy
9,147
+984
+12% +$4.16K 0.03% 581
2026
Q1 		$28K Sell
8,163
-22,310
-73% -$93.7K 0.01% 801
2025
Q4 		$113K Sell
30,473
-47,228
-61% -$191K 0.03% 417
2025
Q3 		$407K Buy
77,701
+1,705
+2% +$9.66K 0.13% 200
2025
Q2 		$410K Buy
+75,996
New +$403K 0.16% 181

Other funds holding NWL

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's NWL Position: Q3 2026 in Review

Essential Partners reduced its Newell Brands (NWL) stake by 41% in Q3 2026, selling an estimated $21.4K and leaving 5,383 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #796.

Essential Partners first reported a position in NWL in Q2 2025 and has held it in 6 quarters since. The position peaked at $410K in Q2 2025. 24 funds tracked by Wall St. Rank hold NWL as of Q3 2026.

  • Essential Partners held 5,383 shares of Newell Brands worth $28.4K as of Q3 2026.
  • Essential Partners sold 3,764 Newell Brands shares in Q3 2026, an estimated $21.4K.
  • Newell Brands made up 0.01% of Essential Partners's portfolio in Q3 2026, its #796 holding.
  • Essential Partners first reported a position in Newell Brands in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Newell Brands position peaked at $410K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Newell Brands as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.