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SOA Wealth Advisors’s Newell Brands NWL Stock Holding History

SOA 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
Q2 		$1.71K Buy
278
+4
+1% +$17 ﹤0.01% 777
2026
Q1 		$940 Buy
274
+4
+1% +$17 ﹤0.01% 751
2025
Q4 		$1K Buy
270
+5
+2% +$20 ﹤0.01% 755
2025
Q3 		$1.39K Buy
265
+3
+1% +$17 ﹤0.01% 751
2025
Q2 		$1.41K Buy
262
+4
+2% +$21 ﹤0.01% 735
2025
Q1 		$1.6K Buy
258
+3
+1% +$24 ﹤0.01% 720
2024
Q4 		$2.54K Buy
255
+1
+0.4% +$9 ﹤0.01% 667
2024
Q3 		$1.95K Buy
254
+2
+0.8% +$14 ﹤0.01% 672
2024
Q2 		$1.61K Buy
252
+3
+1% +$22 ﹤0.01% 692
2024
Q1 		$2K Buy
249
+2
+0.8% +$16 ﹤0.01% 709
2023
Q4 		$2.14K Sell
247
-73
-23% -$557 ﹤0.01% 692
2023
Q3 		$2.89K Buy
320
+2
+0.6% +$20 ﹤0.01% 677
2023
Q2 		$2.77K Buy
318
+2
+0.6% +$20 ﹤0.01% 687
2023
Q1 		$3.93K Buy
316
+4
+1% +$56 ﹤0.01% 653
2022
Q4 		$4.08K Buy
312
+5
+2% +$68 ﹤0.01% 651
2022
Q3 		$4K Buy
307
+3
+1% +$56 ﹤0.01% 632
2022
Q2 		$5K Buy
304
+3
+1% +$64 ﹤0.01% 593
2022
Q1 		$6K Buy
301
+2
+0.7% +$46 ﹤0.01% 666
2021
Q4 		$6K Buy
299
+3
+1% +$68 ﹤0.01% 641
2021
Q3 		$6K Buy
296
+2
+0.7% +$51 ﹤0.01% 665
2021
Q2 		$8K Sell
294
-74
-20% -$2.04K ﹤0.01% 612
2021
Q1 		$9K Buy
368
+2
+0.5% +$50 ﹤0.01% 529
2020
Q4 		$9K Buy
+366
New +$7.14K ﹤0.01% 531

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

SOA Wealth Advisors's NWL Position: Q2 2026 in Review

SOA Wealth Advisors increased its Newell Brands (NWL) stake by 1.5% in Q2 2026, buying an estimated $17 and bringing the position to 278 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

SOA Wealth Advisors first reported a position in NWL in Q4 2020 and has held it in 23 quarters since. The position peaked at $9K in Q1 2021. 425 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • SOA Wealth Advisors held 278 shares of Newell Brands worth $1.71K as of Q2 2026.
  • SOA Wealth Advisors bought 4 Newell Brands shares in Q2 2026, an estimated $17.
  • Newell Brands made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #777 holding.
  • SOA Wealth Advisors first reported a position in Newell Brands in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Newell Brands position peaked at $9K in Q1 2021.
  • 425 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.