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 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	–	83
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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return