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 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 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

Evoke Wealth's NWL Position: Q1 2026 in Review

Evoke Wealth increased its Newell Brands (NWL) stake by 18% in Q1 2026, buying an estimated $11.8K and bringing the position to 18,530 shares worth $63.6K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Evoke Wealth first reported a position in NWL in Q3 2019 and has held it in 17 quarters since. The position peaked at $104K in Q2 2025. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

Evoke Wealth held 18,530 shares of Newell Brands worth $63.6K as of Q1 2026.
Evoke Wealth bought 2,815 Newell Brands shares in Q1 2026, an estimated $11.8K.
Newell Brands made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #699 holding.
Evoke Wealth first reported a position in Newell Brands in Q3 2019 and has held it in 17 quarters since.
Evoke Wealth's Newell Brands position peaked at $104K in Q2 2025.
420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.