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Sargent Investment Group’s Newell Brands NWL Stock Holding History

Sargent Investment Group’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 		$47.1K Buy
13,730
+2,380
+21% +$10K 0.01% 265
2025
Q4 		$42.2K Buy
+11,350
New +$45.9K 0.01% 258
2020
Q2 		– Sell
-35,545
Closed -$472K – 148
2020
Q1 		$472K Sell
35,545
-41,330
-54% -$711K 0.22% 83
2019
Q4 		$1.48M Buy
+76,875
New +$1.48M 0.54% 43

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

Sargent Investment Group's NWL Position: Q1 2026 in Review

Sargent Investment Group increased its Newell Brands (NWL) stake by 21% in Q1 2026, buying an estimated $10K and bringing the position to 13,730 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #265.

Sargent Investment Group first reported a position in NWL in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.48M in Q4 2019. 421 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Sargent Investment Group held 13,730 shares of Newell Brands worth $47.1K as of Q1 2026.
  • Sargent Investment Group bought 2,380 Newell Brands shares in Q1 2026, an estimated $10K.
  • Newell Brands made up 0.01% of Sargent Investment Group's portfolio in Q1 2026, its #265 holding.
  • Sargent Investment Group first reported a position in Newell Brands in Q4 2019 and has held it in 4 quarters since.
  • Sargent Investment Group's Newell Brands position peaked at $1.48M in Q4 2019.
  • 421 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.