LRI Investments’s Newell Brands NWL Stock Holding History

LRI Investments’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	$18.7K	Buy	3,050 +3,000	+6,000%	+$12.7K	﹤0.01%	782
2026 Q1	$173	Hold	50	–	–	﹤0.01%	1397
2025 Q4	$187	Hold	50	–	–	﹤0.01%	1338
2025 Q3	$264	Hold	50	–	–	﹤0.01%	1284
2025 Q2	$272	Hold	50	–	–	﹤0.01%	1239
2025 Q1	$312	Hold	50	–	–	﹤0.01%	1184
2024 Q4	$501	Hold	50	–	–	﹤0.01%	1129
2024 Q3	$451	Hold	50	–	–	﹤0.01%	1124
2024 Q2	$323	Hold	50	–	–	﹤0.01%	1124
2024 Q1	$404	Buy	+50	New	+$398	﹤0.01%	825

Other funds holding NWL

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

LRI Investments's NWL Position: Q2 2026 in Review

LRI Investments increased its Newell Brands (NWL) stake by 6,000% in Q2 2026, buying an estimated $12.7K and bringing the position to 3,050 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

LRI Investments first reported a position in NWL in Q1 2024 and has held it in 10 quarters since. 118 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

LRI Investments held 3,050 shares of Newell Brands worth $18.7K as of Q2 2026.
LRI Investments bought 3,000 Newell Brands shares in Q2 2026, an estimated $12.7K.
Newell Brands made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #782 holding.
LRI Investments first reported a position in Newell Brands in Q1 2024 and has held it in 10 quarters since.
118 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.