Golden State Wealth Management’s Newell Brands NWL Stock Holding History

Golden State 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 Q2	–	Sell	-54	Closed	-$335	–	1638
2025 Q1	$335	Hold	54	–	–	﹤0.01%	1529
2024 Q4	$538	Buy	+54	New	+$490	﹤0.01%	1426
2020 Q2	–	Sell	-447	Closed	-$6K	–	667
2020 Q1	$6K	Buy	+447	New	+$7.69K	﹤0.01%	711
2019 Q4	–	Sell	-444	Closed	-$8K	–	646
2019 Q3	$8K	Buy	444 +1	+0.2%	+$16	﹤0.01%	790
2019 Q2	$6K	Buy	443 +79	+22%	+$1.18K	﹤0.01%	841
2019 Q1	$6K	Buy	+364	New	+$6.69K	﹤0.01%	871

Other funds holding NWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Golden State Wealth Management's NWL Position: Q2 2025 in Review

Golden State Wealth Management sold out of Newell Brands (NWL) in Q2 2025, closing a stake of 54 shares — an estimated $335 sold.

Golden State Wealth Management first reported a position in NWL in Q1 2019 and held it in 6 quarters. The position peaked at $8K in Q3 2019. 391 funds tracked by Wall St. Rank hold NWL as of Q2 2025.

Golden State Wealth Management reported no remaining Newell Brands position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 54 Newell Brands shares in Q2 2025, an estimated $335.
Golden State Wealth Management first reported a position in Newell Brands in Q1 2019 and held it in 6 quarters.
Golden State Wealth Management's Newell Brands position peaked at $8K in Q3 2019.
391 funds tracked by Wall St. Rank held Newell Brands as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.