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Heartwood Wealth Advisors’s Newell Brands NWL Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-138
Closed -$723 – 475
2025
Q3 		$723 Buy
+138
New +$782 ﹤0.01% 572

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Dimensional Fund Advisors
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State Street
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Rubric Capital Management (New York)
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's NWL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Newell Brands (NWL) in Q4 2025, closing a stake of 138 shares — an estimated $723 sold.

Heartwood Wealth Advisors first reported a position in NWL in Q3 2025 and held it in 1 quarter. The position peaked at $723 in Q3 2025. 426 funds tracked by Wall St. Rank hold NWL as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Newell Brands position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 138 Newell Brands shares in Q4 2025, an estimated $723.
  • Heartwood Wealth Advisors first reported a position in Newell Brands in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Newell Brands position peaked at $723 in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Newell Brands as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.