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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's NWL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Newell Brands (NWL) stake by 6.2% in Q2 2026, buying an estimated $2.2K and bringing the position to 8,941 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #1211.

Pinnacle Wealth Planning Services first reported a position in NWL in Q4 2020 and has held it in 6 quarters since. The position peaked at $93.4K in Q3 2025. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Pinnacle Wealth Planning Services held 8,941 shares of Newell Brands worth $54.9K as of Q2 2026.
Pinnacle Wealth Planning Services bought 520 Newell Brands shares in Q2 2026, an estimated $2.2K.
Newell Brands made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1211 holding.
Pinnacle Wealth Planning Services first reported a position in Newell Brands in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Newell Brands position peaked at $93.4K in Q3 2025.
427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.