Mount Yale Investment Advisors’s Newell Brands NWL Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-106	Closed	-$572	–	1289
2025 Q2	$572	Buy	+106	New	+$562	﹤0.01%	1412
2018 Q4	–	Sell	-2,457	Closed	-$50K	–	623
2018 Q3	$50K	Sell	2,457 -644	-21%	-$15.1K	0.01%	598
2018 Q2	$80K	Buy	3,101 +106	+4%	+$2.76K	0.02%	528
2018 Q1	$76K	Buy	+2,995	New	+$84.7K	0.02%	534

Other funds holding NWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Mount Yale Investment Advisors's NWL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Newell Brands (NWL) in Q3 2025, closing a stake of 106 shares — an estimated $572 sold.

Mount Yale Investment Advisors first reported a position in NWL in Q1 2018 and held it in 4 quarters. The position peaked at $80K in Q2 2018. 400 funds tracked by Wall St. Rank hold NWL as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Newell Brands position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 106 Newell Brands shares in Q3 2025, an estimated $572.
Mount Yale Investment Advisors first reported a position in Newell Brands in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Newell Brands position peaked at $80K in Q2 2018.
400 funds tracked by Wall St. Rank held Newell Brands as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.