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Evoke Wealth’s Newell Brands NWL Stock Holding History

Evoke Wealth’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 		– Sell
-18,530
Closed -$63.6K – 444
2026
Q1 		$63.6K Buy
18,530
+2,815
+18% +$11.8K ﹤0.01% 699
2025
Q4 		$58.5K Sell
15,715
-1,419
-8% -$5.73K ﹤0.01% 675
2025
Q3 		$89.8K Sell
17,134
-2,180
-11% -$12.4K ﹤0.01% 641
2025
Q2 		$104K Buy
+19,314
New +$102K ﹤0.01% 584
2022
Q4 		– Sell
-189
Closed -$3K – 876
2022
Q3 		$3K Sell
189
-42
-18% -$784 ﹤0.01% 984
2022
Q2 		$4K Hold
231
– – ﹤0.01% 943
2022
Q1 		$5K Sell
231
-119
-34% -$2.75K ﹤0.01% 913
2021
Q4 		$8K Buy
350
+310
+775% +$7K ﹤0.01% 825
2021
Q3 		$0 Hold
40
– – ﹤0.01% 1201
2021
Q2 		$1K Hold
40
– – ﹤0.01% 1137
2021
Q1 		$1K Hold
40
– – ﹤0.01% 1128
2020
Q4 		$1K Hold
40
– – ﹤0.01% 986
2020
Q3 		$1K Sell
40
-123
-75% -$2.05K ﹤0.01% 959
2020
Q2 		$3K Sell
163
-13
-7% -$178 ﹤0.01% 803
2020
Q1 		$2.33K Sell
176
-44
-20% -$757 ﹤0.01% 775
2019
Q4 		$4.22K Buy
220
+1
+0.5% +$19 ﹤0.01% 949
2019
Q3 		$4.11K Buy
+219
New +$3.53K ﹤0.01% 1052

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evoke Wealth's NWL Position: Q2 2026 in Review

Evoke Wealth sold out of Newell Brands (NWL) in Q2 2026, closing a stake of 18,530 shares — an estimated $63.6K sold.

Evoke Wealth first reported a position in NWL in Q3 2019 and held it in 17 quarters. The position peaked at $104K in Q2 2025. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Evoke Wealth reported no remaining Newell Brands position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 18,530 Newell Brands shares in Q2 2026, an estimated $63.6K.
  • Evoke Wealth first reported a position in Newell Brands in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Newell Brands position peaked at $104K in Q2 2025.
  • 427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.