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Sigma Planning Corp’s Newell Brands NWL Stock Holding History

Sigma Planning Corp’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 		$359K Buy
58,441
+3,887
+7% +$16.4K 0.01% 1058
2026
Q1 		$187K Buy
54,554
+6,454
+13% +$27.1K 0.01% 1253
2025
Q4 		$179K Buy
48,100
+7,130
+17% +$28.8K ﹤0.01% 1231
2025
Q3 		$215K Buy
40,970
+1,685
+4% +$9.55K 0.01% 1189
2025
Q2 		$212K Buy
39,285
+7,857
+25% +$41.6K 0.01% 1152
2025
Q1 		$195K Buy
31,428
+11,152
+55% +$89.5K 0.01% 1127
2024
Q4 		$202K Buy
20,276
+954
+5% +$8.65K 0.01% 1093
2024
Q3 		$148K Buy
19,322
+2,667
+16% +$19.1K ﹤0.01% 1154
2024
Q2 		$107K Buy
16,655
+3,290
+25% +$24.5K ﹤0.01% 1135
2024
Q1 		$107K Buy
+13,365
New +$106K ﹤0.01% 1178
2023
Q4 		– Sell
-13,009
Closed -$99.2K – 1068
2023
Q3 		$117K Buy
13,009
+771
+6% +$7.67K ﹤0.01% 1133
2023
Q2 		$106K Sell
12,238
-10,149
-45% -$101K ﹤0.01% 1145
2023
Q1 		$278K Buy
+22,387
New +$316K 0.01% 1029
2022
Q4 		– Sell
-29,030
Closed -$403K – 1318
2022
Q3 		$403K Buy
29,030
+10,909
+60% +$204K 0.02% 819
2022
Q2 		$345K Buy
+18,121
New +$385K 0.01% 924
2021
Q3 		– Sell
-9,985
Closed -$274K – 1455
2021
Q2 		$274K Buy
9,985
+193
+2% +$5.32K 0.01% 1132
2021
Q1 		$262K Buy
+9,792
New +$243K 0.01% 1063
2020
Q2 		– Sell
-12,177
Closed -$162K – 1092
2020
Q1 		$162K Sell
12,177
-1,148
-9% -$19.8K 0.01% 811
2019
Q4 		$256K Sell
13,325
-998
-7% -$19.2K 0.01% 867
2019
Q3 		$268K Sell
14,323
-1,888
-12% -$30.4K 0.01% 818
2019
Q2 		$250K Buy
16,211
+2,844
+21% +$42.6K 0.01% 817
2019
Q1 		$205K Buy
13,367
+1,095
+9% +$20.1K 0.01% 845
2018
Q4 		$228K Buy
+12,272
New +$244K 0.02% 710

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sigma Planning Corp's NWL Position: Q2 2026 in Review

Sigma Planning Corp increased its Newell Brands (NWL) stake by 7.1% in Q2 2026, buying an estimated $16.4K and bringing the position to 58,441 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #1058.

Sigma Planning Corp first reported a position in NWL in Q4 2018 and has held it in 23 quarters since. The position peaked at $403K in Q3 2022. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Sigma Planning Corp held 58,441 shares of Newell Brands worth $359K as of Q2 2026.
  • Sigma Planning Corp bought 3,887 Newell Brands shares in Q2 2026, an estimated $16.4K.
  • Newell Brands made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1058 holding.
  • Sigma Planning Corp first reported a position in Newell Brands in Q4 2018 and has held it in 23 quarters since.
  • Sigma Planning Corp's Newell Brands position peaked at $403K in Q3 2022.
  • 427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.