Root Financial Partners
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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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 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. 111 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.
  • 111 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.