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 Q3	$47.4K	Buy	8,975 +34	+0.4%	+$194	﹤0.01%	1299
2026 Q2	$54.9K	Buy	8,941 +520	+6%	+$2.2K	0.01%	1211
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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Pinnacle Wealth Planning Services's NWL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Newell Brands (NWL) stake by 0.38% in Q3 2026, buying an estimated $194 and bringing the position to 8,975 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Pinnacle Wealth Planning Services first reported a position in NWL in Q4 2020 and has held it in 7 quarters since. The position peaked at $93.4K in Q3 2025. 111 funds tracked by Wall St. Rank hold NWL as of Q3 2026.

Pinnacle Wealth Planning Services held 8,975 shares of Newell Brands worth $47.4K as of Q3 2026.
Pinnacle Wealth Planning Services bought 34 Newell Brands shares in Q3 2026, an estimated $194.
Newell Brands made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1299 holding.
Pinnacle Wealth Planning Services first reported a position in Newell Brands in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Newell Brands position peaked at $93.4K in Q3 2025.
111 funds tracked by Wall St. Rank held Newell Brands as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.