Sightline Wealth Advisors’s Newell Brands NWL Stock Holding History

Sightline Wealth 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	$268K	Hold	78,061	–	–	0.11%	71
2025 Q4	$290K	Hold	78,061	–	–	0.12%	75
2025 Q3	$409K	Hold	78,061	–	–	0.18%	64
2025 Q2	$422K	Buy	78,061 +19,441	+33%	+$103K	0.2%	57
2025 Q1	$363K	Hold	58,620	–	–	0.19%	61
2024 Q4	$584K	Hold	58,620	–	–	0.32%	45
2024 Q3	$450K	Hold	58,620	–	–	0.25%	50
2024 Q2	$376K	Buy	58,620 +18,285	+45%	+$136K	0.23%	57
2024 Q1	$324K	Hold	40,335	–	–	0.21%	60
2023 Q4	$350K	Hold	40,335	–	–	0.27%	52
2023 Q3	$364K	Buy	40,335 +7,082	+21%	+$70.5K	0.34%	47
2023 Q2	$414K	Hold	33,253	–	–	0.41%	39
2023 Q1	$414K	Hold	33,253	–	–	0.42%	40
2022 Q4	$435K	Buy	+33,253	New	+$454K	0.47%	36

Other funds holding NWL

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

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 $9.44B AUM 68.42% 1-Year Est. Return

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