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 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 $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evergreen Capital Management's NWL Position: Q1 2026 in Review

Evergreen Capital Management reduced its Newell Brands (NWL) stake by 4.8% in Q1 2026, selling an estimated $13.5K and leaving 64,043 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Evergreen Capital Management first reported a position in NWL in Q4 2023 and has held it in 8 quarters since. The position peaked at $262K in Q4 2024. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

Evergreen Capital Management held 64,043 shares of Newell Brands worth $220K as of Q1 2026.
Evergreen Capital Management sold 3,214 Newell Brands shares in Q1 2026, an estimated $13.5K.
Newell Brands made up ﹤0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1334 holding.
Evergreen Capital Management first reported a position in Newell Brands in Q4 2023 and has held it in 8 quarters since.
Evergreen Capital Management's Newell Brands position peaked at $262K in Q4 2024.
420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.