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	–	587
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 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's NWL Position: Q4 2025 in Review

Forum Financial Management sold out of Newell Brands (NWL) in Q4 2025, closing a stake of 10,286 shares — an estimated $53.9K sold.

Forum Financial Management first reported a position in NWL in Q4 2021 and held it in 6 quarters. The position peaked at $214K in Q4 2021. 426 funds tracked by Wall St. Rank hold NWL as of Q4 2025.

Forum Financial Management reported no remaining Newell Brands position as of Q4 2025 after selling out during the quarter.
Forum Financial Management sold 10,286 Newell Brands shares in Q4 2025, an estimated $53.9K.
Forum Financial Management first reported a position in Newell Brands in Q4 2021 and held it in 6 quarters.
Forum Financial Management's Newell Brands position peaked at $214K in Q4 2021.
426 funds tracked by Wall St. Rank held Newell Brands as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.