Oliver Lagore Vanvalin Investment Group’s Newell Brands NWL Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$1.24K	Buy	+200	New	+$1.06K	﹤0.01%	583
2024 Q4	$1.99K	Buy	+200	New	+$1.81K	﹤0.01%	583
2024 Q2	–	Sell	-400	Closed	-$3.21K	–	791
2024 Q1	$3.21K	Hold	400	–	–	﹤0.01%	572
2023 Q4	$3.47K	Hold	400	–	–	﹤0.01%	573
2023 Q3	$3.61K	Hold	400	–	–	﹤0.01%	607
2023 Q2	$3.48K	Hold	400	–	–	﹤0.01%	612
2023 Q1	$4.98K	Buy	+400	New	+$5.64K	﹤0.01%	484

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's NWL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Newell Brands (NWL) in Q2 2025: 200 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in NWL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in NWL in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.98K in Q1 2023. 392 funds tracked by Wall St. Rank hold NWL as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 200 shares of Newell Brands worth $1.24K as of Q2 2025.
Newell Brands was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Newell Brands made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #583 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Newell Brands in Q1 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's Newell Brands position peaked at $4.98K in Q1 2023.
392 funds tracked by Wall St. Rank held Newell Brands as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.