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Prosperity Planning’s Newell Brands NWL Stock Holding History

Prosperity Planning’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
Q3 		$685K Sell
129,770
-6
-0% -$34 0.15% 75
2026
Q2 		$797K Buy
129,776
+30,424
+31% +$129K 0.18% 66
2026
Q1 		$341K Hold
99,352
– – 0.09% 91
2025
Q4 		$370K Hold
99,352
– – 0.1% 86
2025
Q3 		$521K Hold
99,352
– – 0.14% 72
2025
Q2 		$537K Buy
99,352
+19,441
+24% +$103K 0.15% 73
2025
Q1 		$495K Hold
79,911
– – 0.16% 75
2024
Q4 		$796K Hold
79,911
– – 0.26% 63
2024
Q3 		$614K Hold
79,911
– – 0.19% 70
2024
Q2 		$512K Buy
79,911
+18,285
+30% +$136K 0.18% 71
2024
Q1 		$495K Hold
61,626
– – 0.17% 67
2023
Q4 		$535K Hold
61,626
– – 0.2% 64
2023
Q3 		$556K Hold
61,626
– – 0.23% 62
2023
Q2 		$536K Buy
61,626
+7,082
+13% +$70.4K 0.22% 63
2023
Q1 		$679K Buy
+54,544
New +$769K 0.3% 58
2022
Q4 		– Sell
-54,544
Closed -$758K – 82
2022
Q3 		$758K Buy
54,544
+5,167
+10% +$96.5K 0.4% 46
2022
Q2 		$1.04M Hold
49,377
– – 0.53% 41
2022
Q1 		$1.06M Hold
49,377
– – 0.52% 37
2021
Q4 		$1.08M Hold
49,377
– – 0.55% 36
2021
Q3 		$1.09M Buy
49,377
+33,085
+203% +$845K 0.6% 36
2021
Q2 		$448K Hold
16,292
– – 0.28% 52
2021
Q1 		$436K Hold
16,292
– – 0.31% 52
2020
Q4 		$346K Buy
+16,292
New +$318K 0.29% 50

Other funds holding NWL

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Prosperity Planning's NWL Position: Q3 2026 in Review

Prosperity Planning reduced its Newell Brands (NWL) stake by 0% in Q3 2026, selling an estimated $34 and leaving 129,770 shares worth $685K. The position accounts for 0.15% of the portfolio, ranked #75.

Prosperity Planning first reported a position in NWL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q3 2021. 12 funds tracked by Wall St. Rank hold NWL as of Q3 2026.

  • Prosperity Planning held 129,770 shares of Newell Brands worth $685K as of Q3 2026.
  • Prosperity Planning sold 6 Newell Brands shares in Q3 2026, an estimated $34.
  • Newell Brands made up 0.15% of Prosperity Planning's portfolio in Q3 2026, its #75 holding.
  • Prosperity Planning first reported a position in Newell Brands in Q4 2020 and has held it in 23 quarters since.
  • Prosperity Planning's Newell Brands position peaked at $1.09M in Q3 2021.
  • 12 funds tracked by Wall St. Rank held Newell Brands as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.