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EverSource Wealth Advisors’s Newell Brands NWL Stock Holding History

EverSource 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
2026
Q1 		$70.8K Buy
20,629
+9,354
+83% +$39.3K ﹤0.01% 1647
2025
Q4 		$41.9K Buy
11,275
+3,532
+46% +$14.3K ﹤0.01% 1869
2025
Q3 		$40.6K Sell
7,743
-4,187
-35% -$23.7K ﹤0.01% 1852
2025
Q2 		$64.4K Buy
11,930
+7,942
+199% +$42.1K ﹤0.01% 1464
2025
Q1 		$24.7K Buy
3,988
+599
+18% +$4.81K ﹤0.01% 1580
2024
Q4 		$33.8K Buy
3,389
+157
+5% +$1.42K ﹤0.01% 1365
2024
Q3 		$24.8K Buy
3,232
+1,386
+75% +$9.93K ﹤0.01% 1384
2024
Q2 		$15.9K Buy
1,846
+307
+20% +$2.29K ﹤0.01% 1616
2024
Q1 		$12.2K Sell
1,539
-457
-23% -$3.64K ﹤0.01% 1589
2023
Q4 		$17.3K Sell
1,996
-1,293
-39% -$9.86K ﹤0.01% 1302
2023
Q3 		$29.7K Buy
3,289
+1,128
+52% +$11.2K ﹤0.01% 986
2023
Q2 		$18.8K Buy
2,161
+170
+9% +$1.69K ﹤0.01% 1176
2023
Q1 		$24.8K Sell
1,991
-301
-13% -$4.24K ﹤0.01% 1005
2022
Q4 		$30K Buy
2,292
+601
+36% +$8.21K ﹤0.01% 946
2022
Q3 		$23K Buy
1,691
+533
+46% +$9.95K 0.01% 857
2022
Q2 		$22K Sell
1,158
-394
-25% -$8.37K 0.01% 805
2022
Q1 		$34K Buy
1,552
+385
+33% +$8.9K 0.01% 545
2021
Q4 		$25K Buy
+1,167
New +$26.4K 0.01% 600

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's NWL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Newell Brands (NWL) stake by 83% in Q1 2026, buying an estimated $39.3K and bringing the position to 20,629 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

EverSource Wealth Advisors first reported a position in NWL in Q4 2021 and has held it in 18 quarters since. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • EverSource Wealth Advisors held 20,629 shares of Newell Brands worth $70.8K as of Q1 2026.
  • EverSource Wealth Advisors bought 9,354 Newell Brands shares in Q1 2026, an estimated $39.3K.
  • Newell Brands made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1647 holding.
  • EverSource Wealth Advisors first reported a position in Newell Brands in Q4 2021 and has held it in 18 quarters since.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.