Principal Securities’s Newell Brands NWL Stock Holding History

Principal Securities’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
2025 Q2	–	Sell	-114	Closed	-$1.14K	–	3827
2025 Q1	$1.14K	Hold	114	–	–	﹤0.01%	3178
2024 Q4	$1.14K	Buy	+114	New	+$1.03K	﹤0.01%	3171
2024 Q2	–	Sell	-97	Closed	-$779	–	3452
2024 Q1	$779	Buy	+97	New	+$772	﹤0.01%	3078

Other funds holding NWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Securities's NWL Position: Q2 2025 in Review

Principal Securities sold out of Newell Brands (NWL) in Q2 2025, closing a stake of 114 shares — an estimated $1.14K sold.

Principal Securities first reported a position in NWL in Q1 2024 and held it in 3 quarters. The position peaked at $1.14K in Q1 2025. 391 funds tracked by Wall St. Rank hold NWL as of Q2 2025.

Principal Securities reported no remaining Newell Brands position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 114 Newell Brands shares in Q2 2025, an estimated $1.14K.
Principal Securities first reported a position in Newell Brands in Q1 2024 and held it in 3 quarters.
Principal Securities's Newell Brands position peaked at $1.14K in Q1 2025.
391 funds tracked by Wall St. Rank held Newell Brands as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.