GPS Wealth Strategies Group’s Newell Brands NWL Stock Holding History

GPS Wealth Strategies Group’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	-100	Closed	-$524	–	1240
2025 Q3	$524	Hold	100	–	–	﹤0.01%	1513
2025 Q2	$540	Hold	100	–	–	﹤0.01%	1475
2025 Q1	$620	Sell	100 -42	-30%	-$337	﹤0.01%	1394
2024 Q4	$1.41K	Hold	142	–	–	﹤0.01%	1272
2024 Q3	$1.09K	Sell	142 -1,290	-90%	-$9.24K	﹤0.01%	1283
2024 Q2	$9.18K	Hold	1,432	–	–	﹤0.01%	935
2024 Q1	$11.5K	Buy	1,432 +1,332	+1,332%	+$10.6K	﹤0.01%	826
2023 Q4	$868	Hold	100	–	–	﹤0.01%	1169
2023 Q3	$903	Hold	100	–	–	﹤0.01%	1182
2023 Q2	$870	Hold	100	–	–	﹤0.01%	1170
2023 Q1	$1.24K	Buy	+100	New	+$1.41K	﹤0.01%	1146
2022 Q4	–	Sell	-100	Closed	-$1K	–	765
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	1096
2022 Q2	$2K	Sell	100 -75	-43%	-$1.59K	﹤0.01%	1031
2022 Q1	$4K	Hold	175	–	–	﹤0.01%	900
2021 Q4	$4K	Hold	175	–	–	﹤0.01%	908
2021 Q3	$4K	Hold	175	–	–	﹤0.01%	876
2021 Q2	$5K	Hold	175	–	–	﹤0.01%	865
2021 Q1	$4K	Buy	+175	New	+$4.34K	﹤0.01%	795

Other funds holding NWL

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Massachusetts Financial Services

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

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

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

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return