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Safe Harbor Fiduciary’s Newell Brands NWL Stock Holding History

Safe Harbor Fiduciary’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
Q1 		– Sell
-200
Closed -$744 – 143
2025
Q4 		$744 Buy
+200
New +$808 ﹤0.01% 202
2025
Q2 		$1.08K Buy
+200
New +$1.06K ﹤0.01% 203

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Safe Harbor Fiduciary's NWL Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Newell Brands (NWL) in Q1 2026, closing a stake of 200 shares — an estimated $744 sold.

Safe Harbor Fiduciary first reported a position in NWL in Q2 2025 and held it in 2 quarters. The position peaked at $1.08K in Q2 2025. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Newell Brands position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 200 Newell Brands shares in Q1 2026, an estimated $744.
  • Safe Harbor Fiduciary first reported a position in Newell Brands in Q2 2025 and held it in 2 quarters.
  • Safe Harbor Fiduciary's Newell Brands position peaked at $1.08K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.