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McClarren Financial Advisors’s Newell Brands NWL Stock Holding History

McClarren Financial Advisors’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
2025
Q2 		– Sell
-6
Closed – – 224
2025
Q1 		$0 Buy
+6
New +$48 ﹤0.01% 342

Other funds holding NWL

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Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McClarren Financial Advisors's NWL Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Newell Brands (NWL) in Q2 2025, closing a stake of 6 shares.

McClarren Financial Advisors first reported a position in NWL in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 392 funds tracked by Wall St. Rank hold NWL as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Newell Brands position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 6 Newell Brands shares in Q2 2025.
  • McClarren Financial Advisors first reported a position in Newell Brands in Q1 2025 and held it in 1 quarter.
  • McClarren Financial Advisors's Newell Brands position peaked at $0 in Q1 2025.
  • 392 funds tracked by Wall St. Rank held Newell Brands as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.