IWC
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Wealth Concepts's NWL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Newell Brands (NWL) stake by 71% in Q1 2026, buying an estimated $102K and bringing the position to 58,493 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Integrated Wealth Concepts first reported a position in NWL in Q2 2025 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Integrated Wealth Concepts held 58,493 shares of Newell Brands worth $201K as of Q1 2026.
  • Integrated Wealth Concepts bought 24,299 Newell Brands shares in Q1 2026, an estimated $102K.
  • Newell Brands made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2118 holding.
  • Integrated Wealth Concepts first reported a position in Newell Brands in Q2 2025 and has held it in 4 quarters since.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.