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Poinciana Advisors Group’s Newell Brands NWL Stock Holding History

Poinciana Advisors Group’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 		– Sell
-18,442
Closed -$63.3K – 134
2026
Q1 		$63.3K Buy
18,442
+2,224
+14% +$9.34K 0.05% 128
2025
Q4 		$60.3K Buy
+16,218
New +$65.5K 0.05% 136

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Poinciana Advisors Group's NWL Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Newell Brands (NWL) in Q2 2026, closing a stake of 18,442 shares — an estimated $63.3K sold.

Poinciana Advisors Group first reported a position in NWL in Q4 2025 and held it in 2 quarters. The position peaked at $63.3K in Q1 2026. 192 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Poinciana Advisors Group reported no remaining Newell Brands position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 18,442 Newell Brands shares in Q2 2026, an estimated $63.3K.
  • Poinciana Advisors Group first reported a position in Newell Brands in Q4 2025 and held it in 2 quarters.
  • Poinciana Advisors Group's Newell Brands position peaked at $63.3K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.