Forza Wealth Management’s Newell Brands NWL Stock Holding History

Forza Wealth 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	-10,325	Closed	-$54.1K	–	186
2025 Q3	$54.1K	Sell	10,325 -1,800	-15%	-$10.2K	0.02%	191
2025 Q2	$65.5K	Sell	12,125 -500	-4%	-$2.65K	0.03%	188
2025 Q1	$78.3K	Sell	12,625 -500	-4%	-$4.01K	0.04%	177
2024 Q4	$131K	Sell	13,125 -2,200	-14%	-$20K	0.06%	181
2024 Q3	$118K	Hold	15,325	–	–	0.05%	187
2024 Q2	$98.2K	Hold	15,325	–	–	0.05%	171
2024 Q1	$123K	Sell	15,325 -365	-2%	-$2.91K	0.06%	171
2023 Q4	$136K	Sell	15,690 -36,993	-70%	-$282K	0.08%	165
2023 Q3	$476K	Hold	52,683	–	–	0.25%	115
2023 Q2	$458K	Sell	52,683 -3,675	-7%	-$36.5K	0.23%	124
2023 Q1	$701K	Buy	56,358 +5,038	+10%	+$71K	0.36%	85
2022 Q4	$671K	Buy	+51,320	New	+$701K	0.45%	62

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

Forza Wealth Management's NWL Position: Q4 2025 in Review

Forza Wealth Management sold out of Newell Brands (NWL) in Q4 2025, closing a stake of 10,325 shares — an estimated $54.1K sold.

Forza Wealth Management first reported a position in NWL in Q4 2022 and held it in 12 quarters. The position peaked at $701K in Q1 2023. 426 funds tracked by Wall St. Rank hold NWL as of Q4 2025.

Forza Wealth Management reported no remaining Newell Brands position as of Q4 2025 after selling out during the quarter.
Forza Wealth Management sold 10,325 Newell Brands shares in Q4 2025, an estimated $54.1K.
Forza Wealth Management first reported a position in Newell Brands in Q4 2022 and held it in 12 quarters.
Forza Wealth Management's Newell Brands position peaked at $701K in Q1 2023.
426 funds tracked by Wall St. Rank held Newell Brands as of Q4 2025.

Based on Forza Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.