Evergreen Capital Management’s Newell Brands NWL Stock Holding History

Evergreen Capital 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	$121K	Sell	19,647 -44,396	-69%	-$188K	﹤0.01%	1497
2026 Q1	$220K	Sell	64,043 -3,214	-5%	-$13.5K	﹤0.01%	1334
2025 Q4	$250K	Buy	+67,257	New	+$272K	0.01%	1154
2025 Q3	–	Sell	-11,116	Closed	-$60K	–	1350
2025 Q2	$60K	Buy	+11,116	New	+$58.9K	﹤0.01%	1112
2025 Q1	–	Sell	-26,318	Closed	-$262K	–	1157
2024 Q4	$262K	Buy	26,318 +2,962	+13%	+$26.9K	0.01%	811
2024 Q3	$179K	Buy	23,356 +11,443	+96%	+$82K	0.01%	954
2024 Q2	$76.4K	Sell	11,913 -7,140	-37%	-$53.1K	﹤0.01%	926
2024 Q1	$153K	Sell	19,053 -368	-2%	-$2.93K	0.01%	819
2023 Q4	$169K	Buy	+19,421	New	+$148K	0.01%	788

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evergreen Capital Management's NWL Position: Q2 2026 in Review

Evergreen Capital Management reduced its Newell Brands (NWL) stake by 69% in Q2 2026, selling an estimated $188K and leaving 19,647 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Evergreen Capital Management first reported a position in NWL in Q4 2023 and has held it in 9 quarters since. The position peaked at $262K in Q4 2024. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Evergreen Capital Management held 19,647 shares of Newell Brands worth $121K as of Q2 2026.
Evergreen Capital Management sold 44,396 Newell Brands shares in Q2 2026, an estimated $188K.
Newell Brands made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1497 holding.
Evergreen Capital Management first reported a position in Newell Brands in Q4 2023 and has held it in 9 quarters since.
Evergreen Capital Management's Newell Brands position peaked at $262K in Q4 2024.
427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.