PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Newell Brands NWL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$74	Hold	12	–	–	﹤0.01%	534
2026 Q1	$41	Hold	12	–	–	﹤0.01%	507
2025 Q4	$45	Hold	12	–	–	﹤0.01%	525
2025 Q3	$63	Hold	12	–	–	﹤0.01%	531
2025 Q2	$65	Buy	+12	New	+$64	﹤0.01%	488

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NWL Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Newell Brands (NWL) position steady in Q2 2026 at 12 shares worth $74. The position accounts for ﹤0.01% of the portfolio, ranked #534.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NWL in Q2 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 12 shares of Newell Brands worth $74 as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Newell Brands share count unchanged in Q2 2026.
Newell Brands made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #534 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Newell Brands in Q2 2025 and has held it in 5 quarters since.
192 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.