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Merit Financial Group’s Newell Brands NWL Stock Holding History

Merit 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
Q2 		$555K Buy
90,446
+8,414
+10% +$35.6K ﹤0.01% 1445
2026
Q1 		$281K Buy
82,032
+37,184
+83% +$156K ﹤0.01% 1695
2025
Q4 		$167K Buy
44,848
+18,969
+73% +$76.6K ﹤0.01% 1846
2025
Q3 		$136K Sell
25,879
-1,421
-5% -$8.05K ﹤0.01% 1719
2025
Q2 		$147K Sell
27,300
-70,647
-72% -$374K ﹤0.01% 1604
2025
Q1 		$607K Buy
97,947
+84,129
+609% +$675K 0.01% 849
2024
Q4 		$138K Buy
+13,818
New +$125K ﹤0.01% 1117

Other funds holding NWL

QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Merit Financial Group's NWL Position: Q2 2026 in Review

Merit Financial Group increased its Newell Brands (NWL) stake by 10% in Q2 2026, buying an estimated $35.6K and bringing the position to 90,446 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Merit Financial Group first reported a position in NWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $607K in Q1 2025. 37 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Merit Financial Group held 90,446 shares of Newell Brands worth $555K as of Q2 2026.
  • Merit Financial Group bought 8,414 Newell Brands shares in Q2 2026, an estimated $35.6K.
  • Newell Brands made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1445 holding.
  • Merit Financial Group first reported a position in Newell Brands in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's Newell Brands position peaked at $607K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.