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Kestra Private Wealth Services’s Newell Brands NWL Stock Holding History

Kestra Private Wealth Services’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 		$105K Sell
30,622
-2,188
-7% -$9.19K ﹤0.01% 1688
2025
Q4 		$122K Buy
32,810
+6,913
+27% +$27.9K ﹤0.01% 1638
2025
Q3 		$136K Buy
25,897
+4,508
+21% +$25.6K ﹤0.01% 1595
2025
Q2 		$116K Buy
21,389
+7,854
+58% +$41.6K ﹤0.01% 1547
2025
Q1 		$83.9K Sell
13,535
-5,964
-31% -$47.9K ﹤0.01% 1459
2024
Q4 		$194K Buy
+19,499
New +$177K ﹤0.01% 1319
2024
Q3 		– Sell
-24,962
Closed -$160K – 1433
2024
Q2 		$160K Buy
24,962
+785
+3% +$5.84K ﹤0.01% 1258
2024
Q1 		$194K Buy
24,177
+2,197
+10% +$17.5K ﹤0.01% 1203
2023
Q4 		$191K Sell
21,980
-2,795
-11% -$21.3K ﹤0.01% 1108
2023
Q3 		$224K Buy
24,775
+1,547
+7% +$15.4K 0.01% 987
2023
Q2 		$202K Buy
23,228
+364
+2% +$3.62K 0.01% 965
2023
Q1 		$284K Buy
22,864
+8,174
+56% +$115K 0.01% 798
2022
Q4 		$192K Sell
14,690
-7,201
-33% -$98.4K 0.01% 810
2022
Q3 		$304K Buy
21,891
+2,317
+12% +$43.3K 0.02% 647
2022
Q2 		$373K Sell
19,574
-3,912
-17% -$83.1K 0.02% 597
2022
Q1 		$503K Buy
23,486
+1,226
+6% +$28.3K 0.02% 572
2021
Q4 		$486K Buy
22,260
+3,606
+19% +$81.5K 0.02% 603
2021
Q3 		$413K Sell
18,654
-791
-4% -$20.2K 0.02% 596
2021
Q2 		$534K Sell
19,445
-1,528
-7% -$42.1K 0.03% 490
2021
Q1 		$562K Sell
20,973
-739
-3% -$18.3K 0.04% 426
2020
Q4 		$458K Buy
21,712
+7,333
+51% +$143K 0.03% 455
2020
Q3 		$247K Buy
+14,379
New +$240K 0.02% 544

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

Kestra Private Wealth Services's NWL Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Newell Brands (NWL) stake by 6.7% in Q1 2026, selling an estimated $9.19K and leaving 30,622 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Kestra Private Wealth Services first reported a position in NWL in Q3 2020 and has held it in 22 quarters since. The position peaked at $562K in Q1 2021. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Kestra Private Wealth Services held 30,622 shares of Newell Brands worth $105K as of Q1 2026.
  • Kestra Private Wealth Services sold 2,188 Newell Brands shares in Q1 2026, an estimated $9.19K.
  • Newell Brands made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1688 holding.
  • Kestra Private Wealth Services first reported a position in Newell Brands in Q3 2020 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Newell Brands position peaked at $562K in Q1 2021.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.