Jones Financial Companies
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Jones Financial Companies’s Newell Brands NWL Stock Holding History

Jones Financial Companies’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 		$84.5K Buy
14,516
+611
+4% +$2.58K ﹤0.01% 2913
2026
Q1 		$47.3K Buy
13,905
+634
+5% +$2.66K ﹤0.01% 2975
2025
Q4 		$49.4K Sell
13,271
-29
-0.2% -$117 ﹤0.01% 2532
2025
Q3 		$68.8K Buy
13,300
+2,204
+20% +$12.5K ﹤0.01% 2237
2025
Q2 		$60.4K Buy
11,096
+1,659
+18% +$8.79K ﹤0.01% 2144
2025
Q1 		$60.3K Sell
9,437
-1,874
-17% -$15K ﹤0.01% 1986
2024
Q4 		$113K Buy
11,311
+2,954
+35% +$26.8K ﹤0.01% 1585
2024
Q3 		$63.8K Buy
8,357
+4,614
+123% +$33K ﹤0.01% 1556
2024
Q2 		$24K Buy
+3,743
New +$27.9K ﹤0.01% 1489
2024
Q1 		– Sell
-95
Closed -$825 – 1426
2023
Q4 		$825 Buy
95
+58
+157% +$442 ﹤0.01% 975
2023
Q3 		$334 Sell
37
-277
-88% -$2.76K ﹤0.01% 678
2023
Q2 		$2.73K Sell
314
-242
-44% -$2.41K ﹤0.01% 507
2023
Q1 		$6.92K Buy
556
+412
+286% +$5.81K ﹤0.01% 497
2022
Q4 		$2K Buy
+144
New +$1.97K ﹤0.01% 609
2022
Q3 		– Sell
-612
Closed -$12K – 671
2022
Q2 		$12K Sell
612
-1,786
-74% -$37.9K ﹤0.01% 456
2022
Q1 		$51K Buy
2,398
+2,371
+8,781% +$54.8K ﹤0.01% 347
2021
Q4 		$1K Hold
27
– – ﹤0.01% 737
2021
Q3 		$1K Hold
27
– – ﹤0.01% 637
2021
Q2 		$1K Sell
27
-56
-67% -$1.54K ﹤0.01% 620
2021
Q1 		$2K Hold
83
– – ﹤0.01% 740
2020
Q4 		$2K Buy
+83
New +$1.62K ﹤0.01% 616

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

Jones Financial Companies's NWL Position: Q2 2026 in Review

Jones Financial Companies increased its Newell Brands (NWL) stake by 4.4% in Q2 2026, buying an estimated $2.58K and bringing the position to 14,516 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Jones Financial Companies first reported a position in NWL in Q4 2020 and has held it in 21 quarters since. The position peaked at $113K in Q4 2024. 425 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Jones Financial Companies held 14,516 shares of Newell Brands worth $84.5K as of Q2 2026.
  • Jones Financial Companies bought 611 Newell Brands shares in Q2 2026, an estimated $2.58K.
  • Newell Brands made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2913 holding.
  • Jones Financial Companies first reported a position in Newell Brands in Q4 2020 and has held it in 21 quarters since.
  • Jones Financial Companies's Newell Brands position peaked at $113K in Q4 2024.
  • 425 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.