IWC
NWL icon

Integrated Wealth Concepts’s Newell Brands NWL Stock Holding History

Integrated Wealth Concepts’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 		$540K Buy
88,023
+29,530
+50% +$125K ﹤0.01% 1606
2026
Q1 		$201K Buy
58,493
+24,299
+71% +$102K ﹤0.01% 2118
2025
Q4 		$127K Buy
34,194
+23,810
+229% +$96.2K ﹤0.01% 1554
2025
Q3 		$54.4K Sell
10,384
-2,488
-19% -$14.1K ﹤0.01% 1944
2025
Q2 		$69.5K Buy
+12,872
New +$68.2K ﹤0.01% 1853

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

Integrated Wealth Concepts's NWL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Newell Brands (NWL) stake by 50% in Q2 2026, buying an estimated $125K and bringing the position to 88,023 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Integrated Wealth Concepts first reported a position in NWL in Q2 2025 and has held it in 5 quarters since. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Integrated Wealth Concepts held 88,023 shares of Newell Brands worth $540K as of Q2 2026.
  • Integrated Wealth Concepts bought 29,530 Newell Brands shares in Q2 2026, an estimated $125K.
  • Newell Brands made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1606 holding.
  • Integrated Wealth Concepts first reported a position in Newell Brands in Q2 2025 and has held it in 5 quarters since.
  • 427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.