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Jeppson Wealth Management’s Newell Brands NWL Stock Holding History

Jeppson 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
Q1 		$121K Buy
35,140
+2,000
+6% +$8.4K 0.04% 230
2025
Q4 		$123K Buy
+33,140
New +$134K 0.04% 220

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

Jeppson Wealth Management's NWL Position: Q1 2026 in Review

Jeppson Wealth Management increased its Newell Brands (NWL) stake by 6% in Q1 2026, buying an estimated $8.4K and bringing the position to 35,140 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #230.

Jeppson Wealth Management first reported a position in NWL in Q4 2025 and has held it in 2 quarters since. The position peaked at $123K in Q4 2025. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Jeppson Wealth Management held 35,140 shares of Newell Brands worth $121K as of Q1 2026.
  • Jeppson Wealth Management bought 2,000 Newell Brands shares in Q1 2026, an estimated $8.4K.
  • Newell Brands made up 0.04% of Jeppson Wealth Management's portfolio in Q1 2026, its #230 holding.
  • Jeppson Wealth Management first reported a position in Newell Brands in Q4 2025 and has held it in 2 quarters since.
  • Jeppson Wealth Management's Newell Brands position peaked at $123K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.