Lloyd Advisory Services’s Newell Brands NWL Stock Holding History

Lloyd Advisory 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 Q2	$305	Sell	50 -571	-92%	-$2.41K	﹤0.01%	603
2026 Q1	$2.13K	Buy	621 +573	+1,194%	+$2.41K	﹤0.01%	657
2025 Q4	$179	Buy	+48	New	+$194	﹤0.01%	535
2024 Q2	–	Sell	-76,860	Closed	-$617K	–	162
2024 Q1	$617K	Buy	76,860 +63,240	+464%	+$503K	0.13%	117
2023 Q4	$118K	Buy	+13,620	New	+$104K	0.06%	131

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lloyd Advisory Services's NWL Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Newell Brands (NWL) stake by 92% in Q2 2026, selling an estimated $2.41K and leaving 50 shares worth $305. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Lloyd Advisory Services first reported a position in NWL in Q4 2023 and has held it in 5 quarters since. The position peaked at $617K in Q1 2024. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Lloyd Advisory Services held 50 shares of Newell Brands worth $305 as of Q2 2026.
Lloyd Advisory Services sold 571 Newell Brands shares in Q2 2026, an estimated $2.41K.
Newell Brands made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #603 holding.
Lloyd Advisory Services first reported a position in Newell Brands in Q4 2023 and has held it in 5 quarters since.
Lloyd Advisory Services's Newell Brands position peaked at $617K in Q1 2024.
427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.