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GoalVest Advisory’s Newell Brands NWL Stock Holding History

GoalVest Advisory’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
-2,604
Closed -$9.69K – 519
2025
Q4 		$9.69K Buy
+2,604
New +$10.5K ﹤0.01% 422
2022
Q2 		– Sell
-11
Closed – – 471
2022
Q1 		$0 Buy
+11
New +$254 ﹤0.01% 466

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

GoalVest Advisory's NWL Position: Q1 2026 in Review

GoalVest Advisory sold out of Newell Brands (NWL) in Q1 2026, closing a stake of 2,604 shares — an estimated $9.69K sold.

GoalVest Advisory first reported a position in NWL in Q1 2022 and held it in 2 quarters. The position peaked at $9.69K in Q4 2025. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • GoalVest Advisory reported no remaining Newell Brands position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 2,604 Newell Brands shares in Q1 2026, an estimated $9.69K.
  • GoalVest Advisory first reported a position in Newell Brands in Q1 2022 and held it in 2 quarters.
  • GoalVest Advisory's Newell Brands position peaked at $9.69K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.