Plante Moran Financial Advisors’s Newell Brands NWL Stock Holding History

Plante Moran Financial Advisors’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	$614	Buy	+100	New	+$423	﹤0.01%	1059
2022 Q1	–	Sell	-144	Closed	-$3K	–	938
2021 Q4	$3K	Buy	+144	New	+$3.25K	﹤0.01%	889
2021 Q3	–	Sell	-500	Closed	-$14K	–	990
2021 Q2	$14K	Hold	500	–	–	﹤0.01%	632
2021 Q1	$13K	Hold	500	–	–	﹤0.01%	613
2020 Q4	$11K	Hold	500	–	–	﹤0.01%	616
2020 Q3	$9K	Hold	500	–	–	﹤0.01%	624
2020 Q2	$8K	Buy	+500	New	+$6.86K	﹤0.01%	544
2018 Q3	–	Sell	-109	Closed	-$3K	–	824
2018 Q2	$3K	Sell	109 -39	-26%	-$1.01K	﹤0.01%	683
2018 Q1	$4K	Buy	148 +86	+139%	+$2.43K	﹤0.01%	760
2017 Q4	$2K	Hold	62	–	–	﹤0.01%	795
2017 Q3	$3K	Buy	62 +6	+11%	+$293	﹤0.01%	703
2017 Q2	$3K	Buy	56 +27	+93%	+$1.37K	﹤0.01%	720
2017 Q1	$1K	Sell	29 -71	-71%	-$3.37K	﹤0.01%	835
2016 Q4	$4K	Sell	100 -866	-90%	-$41.9K	﹤0.01%	765
2016 Q3	$51K	Buy	966 +88	+10%	+$4.55K	0.03%	313
2016 Q2	$43K	Buy	+878	New	+$41K	0.03%	313
2016 Q1	–	Sell	-575	Closed	-$25K	–	977
2015 Q4	$25K	Hold	575	–	–	0.02%	411
2015 Q3	$23K	Buy	+575	New	+$24.2K	0.02%	361

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 $5.66B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's NWL Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Newell Brands (NWL) in Q2 2026: 100 shares worth $614. The stake represents ﹤0.01% of the portfolio and ranks #1059 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in NWL as recently as Q4 2021.

Plante Moran Financial Advisors first reported a position in NWL in Q3 2015 and has held it in 18 quarters since. The position peaked at $51K in Q3 2016. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Plante Moran Financial Advisors held 100 shares of Newell Brands worth $614 as of Q2 2026.
Newell Brands was a new Plante Moran Financial Advisors position in Q2 2026.
Newell Brands made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1059 holding.
Plante Moran Financial Advisors first reported a position in Newell Brands in Q3 2015 and has held it in 18 quarters since.
Plante Moran Financial Advisors's Newell Brands position peaked at $51K in Q3 2016.
427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.