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Orion Portfolio Solutions’s Newell Brands NWL Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-17,906
Closed -$178K – 1947
2024
Q4 		$178K Buy
+17,906
New +$162K ﹤0.01% 1763
2020
Q3 		– Sell
-169
Closed -$3K – 1510
2020
Q2 		$3K Buy
169
+132
+357% +$1.81K ﹤0.01% 1667
2020
Q1 		$0 Sell
37
-82
-69% -$1.41K ﹤0.01% 2175
2019
Q4 		$2K Buy
+119
New +$2.29K ﹤0.01% 1536

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Orion Portfolio Solutions's NWL Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Newell Brands (NWL) in Q1 2025, closing a stake of 17,906 shares — an estimated $178K sold.

Orion Portfolio Solutions first reported a position in NWL in Q4 2019 and held it in 4 quarters. The position peaked at $178K in Q4 2024. 402 funds tracked by Wall St. Rank hold NWL as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Newell Brands position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 17,906 Newell Brands shares in Q1 2025, an estimated $178K.
  • Orion Portfolio Solutions first reported a position in Newell Brands in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's Newell Brands position peaked at $178K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Newell Brands as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.