Root Financial Partners’s Newell Brands NWL Stock Holding History

Root Financial Partners’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	$13.4K	Buy	+2,535	New	+$14.4K	﹤0.01%	1763
2026 Q2	–	Sell	-3,014	Closed	-$10.3K	–	2253
2026 Q1	$10.3K	Buy	3,014 +2,892	+2,370%	+$12.1K	﹤0.01%	1671
2025 Q4	$454	Sell	122 -1,002	-89%	-$4.05K	﹤0.01%	2222
2025 Q3	$5.89K	Buy	+1,124	New	+$6.37K	﹤0.01%	1655

Other funds holding NWL

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Root Financial Partners's NWL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Newell Brands (NWL) in Q3 2026: 2,535 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NWL as recently as Q1 2026.

Root Financial Partners first reported a position in NWL in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold NWL as of Q3 2026.

Root Financial Partners held 2,535 shares of Newell Brands worth $13.4K as of Q3 2026.
Newell Brands was a new Root Financial Partners position in Q3 2026.
Newell Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1763 holding.
Root Financial Partners first reported a position in Newell Brands in Q3 2025 and has held it in 4 quarters since.
108 funds tracked by Wall St. Rank held Newell Brands as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.