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Pinnacle Wealth Planning Services’s Newell Brands NWL Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$28.9K Buy
8,421
+3,084
+58% +$13K ﹤0.01% 1504
2025
Q4 		$19.9K Sell
5,337
-12,482
-70% -$50.4K ﹤0.01% 1717
2025
Q3 		$93.4K Buy
17,819
+3,020
+20% +$17.1K 0.01% 470
2025
Q2 		$79.9K Buy
+14,799
New +$78.4K 0.01% 443
2021
Q1 		– Sell
-62
Closed -$1K – 1421
2020
Q4 		$1K Buy
+62
New +$1.21K ﹤0.01% 2146

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's NWL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Newell Brands (NWL) stake by 58% in Q1 2026, buying an estimated $13K and bringing the position to 8,421 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Pinnacle Wealth Planning Services first reported a position in NWL in Q4 2020 and has held it in 5 quarters since. The position peaked at $93.4K in Q3 2025. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8,421 shares of Newell Brands worth $28.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3,084 Newell Brands shares in Q1 2026, an estimated $13K.
  • Newell Brands made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1504 holding.
  • Pinnacle Wealth Planning Services first reported a position in Newell Brands in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Newell Brands position peaked at $93.4K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.