Institute for Wealth Management’s Newell Brands NWL Stock Holding History

Institute for 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	$608	Buy	+99	New	+$419	﹤0.01%	1693

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Institute for Wealth Management's NWL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Newell Brands (NWL) in Q2 2026: 99 shares worth $608. The stake represents ﹤0.01% of the portfolio and ranks #1693 among its holdings.

196 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Institute for Wealth Management held 99 shares of Newell Brands worth $608 as of Q2 2026.
Newell Brands was a new Institute for Wealth Management position in Q2 2026.
Newell Brands made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1693 holding.
196 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.