Krilogy Financial
NWL icon

Krilogy Financial’s Newell Brands NWL Stock Holding History

Krilogy Financial’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
Q3 		$233K Sell
41,805
-3,910
-9% -$22.3K 0.01% 968
2026
Q2 		$281K Sell
45,715
-11,888
-21% -$50.3K 0.01% 847
2026
Q1 		$245K Sell
57,603
-10,088
-15% -$42.4K 0.01% 815
2025
Q4 		$296K Buy
+67,691
New +$273K 0.01% 733
2018
Q4 		– Sell
-3,189
Closed -$65K – 497
2018
Q3 		$65K Buy
+3,189
New +$74.9K 0.01% 283
2018
Q2 		– Sell
-1,100
Closed -$28K – 475
2018
Q1 		$28K Buy
1,100
+350
+47% +$9.9K 0.01% 400
2017
Q4 		$23K Buy
750
+550
+275% +$19K 0.01% 418
2017
Q3 		$9K Buy
+200
New +$9.8K ﹤0.01% 593

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New York State Teachers Retirement System (NYSTRS)
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Wealth Enhancement Advisory Services
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Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Sightline Wealth Advisors
Sightline Wealth Advisors Groton, Connecticut $215M AUM 10.46% 1-Year Est. Return

Krilogy Financial's NWL Position: Q3 2026 in Review

Krilogy Financial reduced its Newell Brands (NWL) stake by 8.6% in Q3 2026, selling an estimated $22.3K and leaving 41,805 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #968.

Krilogy Financial first reported a position in NWL in Q3 2017 and has held it in 8 quarters since. The position peaked at $296K in Q4 2025. 74 funds tracked by Wall St. Rank hold NWL as of Q3 2026.

  • Krilogy Financial held 41,805 shares of Newell Brands worth $233K as of Q3 2026.
  • Krilogy Financial sold 3,910 Newell Brands shares in Q3 2026, an estimated $22.3K.
  • Newell Brands made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #968 holding.
  • Krilogy Financial first reported a position in Newell Brands in Q3 2017 and has held it in 8 quarters since.
  • Krilogy Financial's Newell Brands position peaked at $296K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Newell Brands as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.