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GHP Investment Advisors’s Newell Brands NWL Stock Holding History

GHP Investment Advisors’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 		$11.3K Hold
3,285
– – ﹤0.01% 790
2025
Q4 		$12.2K Hold
3,285
– – ﹤0.01% 708
2025
Q3 		$17.2K Hold
3,285
– – ﹤0.01% 648
2025
Q2 		$17.7K Hold
3,285
– – ﹤0.01% 646
2025
Q1 		$20.4K Hold
3,285
– – ﹤0.01% 604
2024
Q4 		$32.7K Hold
3,285
– – ﹤0.01% 543
2024
Q3 		$25.2K Hold
3,285
– – ﹤0.01% 590
2024
Q2 		$21.1K Hold
3,285
– – ﹤0.01% 585
2024
Q1 		$26.4K Hold
3,285
– – ﹤0.01% 551
2023
Q4 		$28.5K Hold
3,285
– – ﹤0.01% 536
2023
Q3 		$22.3K Hold
3,285
– – ﹤0.01% 590
2023
Q2 		$34.7K Hold
3,285
– – ﹤0.01% 533
2023
Q1 		$40.9K Hold
3,285
– – ﹤0.01% 509
2022
Q4 		$43K Hold
3,285
– – ﹤0.01% 504
2022
Q3 		$46K Hold
3,285
– – ﹤0.01% 495
2022
Q2 		$63K Hold
3,285
– – ﹤0.01% 458
2022
Q1 		$70K Buy
+3,285
New +$75.9K ﹤0.01% 460
2017
Q3 		– Sell
-3,802
Closed -$204K – 306
2017
Q2 		$204K Buy
+3,802
New +$193K 0.03% 287

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
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 $8.16B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return