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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
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

QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Root Financial Partners's NWL Position: Q2 2026 in Review

Root Financial Partners sold out of Newell Brands (NWL) in Q2 2026, closing a stake of 3,014 shares — an estimated $10.3K sold.

Root Financial Partners first reported a position in NWL in Q3 2025 and held it in 3 quarters. The position peaked at $10.3K in Q1 2026. 101 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Root Financial Partners reported no remaining Newell Brands position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,014 Newell Brands shares in Q2 2026, an estimated $10.3K.
  • Root Financial Partners first reported a position in Newell Brands in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Newell Brands position peaked at $10.3K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.