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Everhart Financial Group’s Newell Brands NWL Stock Holding History

Everhart Financial Group’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 		$53.3K Buy
+10,086
New +$57.4K ﹤0.01% 489

Other funds holding NWL

PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Everhart Financial Group's NWL Position: Q3 2026 in Review

Everhart Financial Group opened a new position in Newell Brands (NWL) in Q3 2026: 10,086 shares worth $53.3K. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings.

12 funds tracked by Wall St. Rank hold NWL as of Q3 2026.

  • Everhart Financial Group held 10,086 shares of Newell Brands worth $53.3K as of Q3 2026.
  • Newell Brands was a new Everhart Financial Group position in Q3 2026.
  • Newell Brands made up ﹤0.01% of Everhart Financial Group's portfolio in Q3 2026, its #489 holding.
  • 12 funds tracked by Wall St. Rank held Newell Brands as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.