Sigma Planning Corp
NWL icon

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
Q3 		$307K Sell
58,130
-311
-0.5% -$1.77K 0.01% 1049
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% +$9.6K 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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Sightline Wealth Advisors
Sightline Wealth Advisors Groton, Connecticut $215M AUM 10.46% 1-Year Est. Return

Sigma Planning Corp's NWL Position: Q3 2026 in Review

Sigma Planning Corp reduced its Newell Brands (NWL) stake by 0.53% in Q3 2026, selling an estimated $1.77K and leaving 58,130 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1049.

Sigma Planning Corp first reported a position in NWL in Q4 2018 and has held it in 24 quarters since. The position peaked at $403K in Q3 2022. 74 funds tracked by Wall St. Rank hold NWL as of Q3 2026.

  • Sigma Planning Corp held 58,130 shares of Newell Brands worth $307K as of Q3 2026.
  • Sigma Planning Corp sold 311 Newell Brands shares in Q3 2026, an estimated $1.77K.
  • Newell Brands made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1049 holding.
  • Sigma Planning Corp first reported a position in Newell Brands in Q4 2018 and has held it in 24 quarters since.
  • Sigma Planning Corp's Newell Brands position peaked at $403K in Q3 2022.
  • 74 funds tracked by Wall St. Rank held Newell Brands as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.