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Forum Financial Management’s Newell Brands NWL Stock Holding History

Forum Financial Management’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
2025
Q4 		– Sell
-10,286
Closed -$53.9K – 1050
2025
Q3 		$53.9K Buy
+10,286
New +$58.3K ﹤0.01% 1004
2025
Q2 		– Sell
-15,931
Closed -$98.8K – 975
2025
Q1 		$98.8K Sell
15,931
-132
-0.8% -$1.06K ﹤0.01% 849
2024
Q4 		$160K Buy
+16,063
New +$146K ﹤0.01% 862
2022
Q3 		– Sell
-11,112
Closed -$212K – 588
2022
Q2 		$212K Buy
11,112
+1,323
+14% +$28.1K 0.01% 497
2022
Q1 		$209K Hold
9,789
– – 0.01% 552
2021
Q4 		$214K Buy
+9,789
New +$221K 0.01% 586

Other funds holding NWL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return