PWMG
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Private Wealth Management Group’s Newell Brands NWL Stock Holding History

Private Wealth Management 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
Q1 		$1.08K Sell
315
-198
-39% -$832 ﹤0.01% 1239
2025
Q4 		$1.91K Buy
513
+409
+393% +$1.65K ﹤0.01% 1098
2025
Q3 		$545 Hold
104
– – ﹤0.01% 1416
2025
Q2 		$562 Sell
104
-58
-36% -$307 ﹤0.01% 1407
2025
Q1 		$1K Hold
162
– – ﹤0.01% 1270
2024
Q4 		$1.61K Hold
162
– – ﹤0.01% 1160
2024
Q3 		$1.25K Hold
162
– – ﹤0.01% 1218
2024
Q2 		$1.04K Buy
162
+24
+17% +$179 ﹤0.01% 1277
2024
Q1 		$1.11K Buy
138
+22
+19% +$175 ﹤0.01% 1226
2023
Q4 		$1.01K Buy
+116
New +$884 ﹤0.01% 1264

Other funds holding NWL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return