Sequoia Financial Advisors’s Newell Brands NWL Stock Holding History

Sequoia Financial Advisors’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	$190K	Buy	55,289 +8,391	+18%	+$35.2K	﹤0.01%	1804
2025 Q4	$174K	Buy	+46,898	New	+$189K	﹤0.01%	1834
2025 Q1	–	Sell	-18,149	Closed	-$181K	–	1442
2024 Q4	$181K	Buy	18,149 +1,780	+11%	+$16.1K	﹤0.01%	1242
2024 Q3	$126K	Buy	16,369 +4,327	+36%	+$31K	﹤0.01%	1209
2024 Q2	$77.2K	Buy	12,042 +229	+2%	+$1.7K	﹤0.01%	1178
2024 Q1	$94.9K	Sell	11,813 -5,246	-31%	-$41.8K	﹤0.01%	1117
2023 Q4	$148K	Sell	17,059 -4,683	-22%	-$35.7K	﹤0.01%	1135
2023 Q3	$196K	Buy	+21,742	New	+$216K	﹤0.01%	869
2023 Q2	–	Sell	-380,727	Closed	-$4.74M	–	989
2023 Q1	$4.74M	Buy	380,727 +32,012	+9%	+$451K	0.11%	145
2022 Q4	$4.56M	Buy	348,715 +170,087	+95%	+$2.32M	0.11%	141
2022 Q3	$2.48M	Buy	178,628 +32,119	+22%	+$600K	0.08%	147
2022 Q2	$2.79M	Buy	146,509 +40,676	+38%	+$864K	0.08%	150
2022 Q1	$2.27M	Buy	105,833 +26,267	+33%	+$607K	0.06%	179
2021 Q4	$1.74M	Buy	+79,566	New	+$1.8M	0.05%	192

Other funds holding NWL

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return