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HB Wealth Management’s Newell Brands NWL Stock Holding History

HB 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
2026
Q2 		$237K Buy
38,583
+9,935
+35% +$42K ﹤0.01% 1509
2026
Q1 		$98.3K Buy
28,648
+7,167
+33% +$30.1K ﹤0.01% 1502
2025
Q4 		$79.9K Buy
21,481
+9,277
+76% +$37.5K ﹤0.01% 1372
2025
Q3 		$63.9K Buy
12,204
+2,003
+20% +$11.4K ﹤0.01% 1318
2025
Q2 		$55.1K Buy
+10,201
New +$54.1K ﹤0.01% 1146

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HB Wealth Management's NWL Position: Q2 2026 in Review

HB Wealth Management increased its Newell Brands (NWL) stake by 35% in Q2 2026, buying an estimated $42K and bringing the position to 38,583 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

HB Wealth Management first reported a position in NWL in Q2 2025 and has held it in 5 quarters since. 425 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • HB Wealth Management held 38,583 shares of Newell Brands worth $237K as of Q2 2026.
  • HB Wealth Management bought 9,935 Newell Brands shares in Q2 2026, an estimated $42K.
  • Newell Brands made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1509 holding.
  • HB Wealth Management first reported a position in Newell Brands in Q2 2025 and has held it in 5 quarters since.
  • 425 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.