Next Level Wealth Planning’s Newell Brands NWL Stock Holding History

Next Level Wealth Planning’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 Q3	$8.61K	Buy	+1,630	New	+$9.28K	﹤0.01%	346

Other funds holding NWL

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $243M AUM 42.04% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Next Level Wealth Planning's NWL Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Newell Brands (NWL) in Q3 2026: 1,630 shares worth $8.61K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings.

188 funds tracked by Wall St. Rank hold NWL as of Q3 2026.

Next Level Wealth Planning held 1,630 shares of Newell Brands worth $8.61K as of Q3 2026.
Newell Brands was a new Next Level Wealth Planning position in Q3 2026.
Newell Brands made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #346 holding.
188 funds tracked by Wall St. Rank held Newell Brands as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.