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Independent Financial Group’s Newell Brands NWL Stock Holding History

Independent Financial 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
2026
Q2 		$210K Sell
34,150
-500
-1% -$2.11K ﹤0.01% 1455
2026
Q1 		$119K Buy
34,650
+1,350
+4% +$5.67K ﹤0.01% 1417
2025
Q4 		$124K Sell
33,300
-2,500
-7% -$10.1K ﹤0.01% 1371
2025
Q3 		$188K Hold
35,800
– – ﹤0.01% 1302
2025
Q2 		$193K Buy
35,800
+20,185
+129% +$107K 0.01% 1233
2025
Q1 		$96.8K Buy
15,615
+1,350
+9% +$10.8K ﹤0.01% 1146
2024
Q4 		$142K Buy
14,265
+1,000
+8% +$9.07K ﹤0.01% 1123
2024
Q3 		$102K Hold
13,265
– – ﹤0.01% 1104
2024
Q2 		$85K Buy
13,265
+100
+0.8% +$744 ﹤0.01% 1060
2024
Q1 		$106K Sell
13,165
-135
-1% -$1.07K ﹤0.01% 982
2023
Q4 		$115K Hold
13,300
– – 0.01% 920
2023
Q3 		$120K Buy
13,300
+1,000
+8% +$9.95K 0.01% 862
2023
Q2 		$107K Buy
12,300
+925
+8% +$9.2K 0.01% 843
2023
Q1 		$142K Buy
11,375
+650
+6% +$9.17K 0.01% 794
2022
Q4 		$140K Buy
10,725
+650
+6% +$8.88K 0.01% 744
2022
Q3 		$140K Buy
+10,075
New +$188K 0.01% 696

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Financial Group's NWL Position: Q2 2026 in Review

Independent Financial Group reduced its Newell Brands (NWL) stake by 1.4% in Q2 2026, selling an estimated $2.11K and leaving 34,150 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Independent Financial Group first reported a position in NWL in Q3 2022 and has held it in 16 quarters since. 395 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Independent Financial Group held 34,150 shares of Newell Brands worth $210K as of Q2 2026.
  • Independent Financial Group sold 500 Newell Brands shares in Q2 2026, an estimated $2.11K.
  • Newell Brands made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1455 holding.
  • Independent Financial Group first reported a position in Newell Brands in Q3 2022 and has held it in 16 quarters since.
  • 395 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.