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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
Q2 		$462K Buy
75,220
+40,080
+114% +$169K 0.14% 146
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 $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

Jeppson Wealth Management's NWL Position: Q2 2026 in Review

Jeppson Wealth Management increased its Newell Brands (NWL) stake by 114% in Q2 2026, buying an estimated $169K and bringing the position to 75,220 shares worth $462K. The position accounts for 0.14% of the portfolio, ranked #146.

Jeppson Wealth Management first reported a position in NWL in Q4 2025 and has held it in 3 quarters since. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Jeppson Wealth Management held 75,220 shares of Newell Brands worth $462K as of Q2 2026.
  • Jeppson Wealth Management bought 40,080 Newell Brands shares in Q2 2026, an estimated $169K.
  • Newell Brands made up 0.14% of Jeppson Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Jeppson Wealth Management first reported a position in Newell Brands in Q4 2025 and has held it in 3 quarters since.
  • 427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.