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	–	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prosperity Planning's NWL Position: Q2 2026 in Review

Prosperity Planning increased its Newell Brands (NWL) stake by 31% in Q2 2026, buying an estimated $129K and bringing the position to 129,776 shares worth $797K. The position accounts for 0.18% of the portfolio, ranked #66.

Prosperity Planning first reported a position in NWL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.09M in Q3 2021. 425 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Prosperity Planning held 129,776 shares of Newell Brands worth $797K as of Q2 2026.
Prosperity Planning bought 30,424 Newell Brands shares in Q2 2026, an estimated $129K.
Newell Brands made up 0.18% of Prosperity Planning's portfolio in Q2 2026, its #66 holding.
Prosperity Planning first reported a position in Newell Brands in Q4 2020 and has held it in 22 quarters since.
Prosperity Planning's Newell Brands position peaked at $1.09M in Q3 2021.
425 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.