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 Q2	$220K	Sell	35,784 -19,505	-35%	-$82.5K	﹤0.01%	1912
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 $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sequoia Financial Advisors's NWL Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Newell Brands (NWL) stake by 35% in Q2 2026, selling an estimated $82.5K and leaving 35,784 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Sequoia Financial Advisors first reported a position in NWL in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.74M in Q1 2023. 425 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Sequoia Financial Advisors held 35,784 shares of Newell Brands worth $220K as of Q2 2026.
Sequoia Financial Advisors sold 19,505 Newell Brands shares in Q2 2026, an estimated $82.5K.
Newell Brands made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1912 holding.
Sequoia Financial Advisors first reported a position in Newell Brands in Q4 2021 and has held it in 15 quarters since.
Sequoia Financial Advisors's Newell Brands position peaked at $4.74M in Q1 2023.
425 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.