Larson Financial Group
NWL icon

Larson Financial Group’s Newell Brands NWL Stock Holding History

Larson Financial Group’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 		$11.3K Hold
2,144
– – ﹤0.01% 2442
2026
Q2 		$13.2K Hold
2,144
– – ﹤0.01% 2245
2026
Q1 		$7.35K Hold
2,144
– – ﹤0.01% 2414
2025
Q4 		$7.98K Buy
2,144
+1,958
+1,053% +$7.91K ﹤0.01% 2243
2025
Q3 		$975 Buy
186
+41
+28% +$232 ﹤0.01% 2931
2025
Q2 		$783 Buy
145
+81
+127% +$429 ﹤0.01% 2728
2025
Q1 		$397 Sell
64
-15
-19% -$120 ﹤0.01% 2636
2024
Q4 		$787 Buy
79
+15
+23% +$136 ﹤0.01% 2094
2024
Q3 		$492 Hold
64
– – ﹤0.01% 2131
2024
Q2 		$410 Buy
64
+25
+64% +$186 ﹤0.01% 1885
2024
Q1 		$313 Hold
39
– – ﹤0.01% 1602
2023
Q4 		$339 Buy
+39
New +$297 ﹤0.01% 1610

Other funds holding NWL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Larson Financial Group's NWL Position: Q3 2026 in Review

Larson Financial Group held its Newell Brands (NWL) position steady in Q3 2026 at 2,144 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Larson Financial Group first reported a position in NWL in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.2K in Q2 2026. 241 funds tracked by Wall St. Rank hold NWL as of Q3 2026.

  • Larson Financial Group held 2,144 shares of Newell Brands worth $11.3K as of Q3 2026.
  • Larson Financial Group left its Newell Brands share count unchanged in Q3 2026.
  • Newell Brands made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2442 holding.
  • Larson Financial Group first reported a position in Newell Brands in Q4 2023 and has held it in 12 quarters since.
  • Larson Financial Group's Newell Brands position peaked at $13.2K in Q2 2026.
  • 241 funds tracked by Wall St. Rank held Newell Brands as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.