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GeoWealth Management’s Newell Brands NWL Stock Holding History

GeoWealth 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
2026
Q1 		– Sell
-12,974
Closed -$48.3K – 894
2025
Q4 		$48.3K Buy
+12,974
New +$52.4K ﹤0.01% 738
2025
Q1 		– Sell
-2,056
Closed -$20.5K – 1557
2024
Q4 		$20.5K Buy
2,056
+1,265
+160% +$11.5K ﹤0.01% 1372
2024
Q3 		$6.08K Buy
+791
New +$5.67K ﹤0.01% 1431
2022
Q4 		– Sell
-942
Closed -$13K – 382
2022
Q3 		$13K Buy
942
+109
+13% +$2.04K ﹤0.01% 327
2022
Q2 		$16K Buy
+833
New +$17.7K ﹤0.01% 315

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GeoWealth Management's NWL Position: Q1 2026 in Review

GeoWealth Management sold out of Newell Brands (NWL) in Q1 2026, closing a stake of 12,974 shares — an estimated $48.3K sold.

GeoWealth Management first reported a position in NWL in Q2 2022 and held it in 5 quarters. The position peaked at $48.3K in Q4 2025. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • GeoWealth Management reported no remaining Newell Brands position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 12,974 Newell Brands shares in Q1 2026, an estimated $48.3K.
  • GeoWealth Management first reported a position in Newell Brands in Q2 2022 and held it in 5 quarters.
  • GeoWealth Management's Newell Brands position peaked at $48.3K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.