Spire Wealth Management’s Newell Brands NWL Stock Holding History

Spire Wealth Management’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	$6.29K	Buy	1,024 +873	+578%	+$3.69K	﹤0.01%	1779
2026 Q1	$518	Buy	+151	New	+$634	﹤0.01%	2238
2025 Q2	–	Sell	-290	Closed	-$1.8K	–	2504
2025 Q1	$1.8K	Hold	290	–	–	﹤0.01%	2292
2024 Q4	$2.89K	Hold	290	–	–	﹤0.01%	2171
2024 Q3	$2.23K	Hold	290	–	–	﹤0.01%	1988
2024 Q2	$1.86K	Buy	290 +200	+222%	+$1.49K	﹤0.01%	2019
2024 Q1	$723	Sell	90 -4	-4%	-$32	﹤0.01%	2255
2023 Q4	$766	Hold	94	–	–	﹤0.01%	2309
2023 Q3	$849	Hold	94	–	–	﹤0.01%	2279
2023 Q2	$818	Hold	94	–	–	﹤0.01%	2332
2023 Q1	$1.17K	Sell	94 -59	-39%	-$832	﹤0.01%	2371
2022 Q4	$2K	Buy	153 +59	+63%	+$806	﹤0.01%	2077
2022 Q3	$1K	Sell	94 -14	-13%	-$261	﹤0.01%	2108
2022 Q2	$2K	Buy	108 +18	+20%	+$382	﹤0.01%	2380
2022 Q1	$2K	Sell	90 -302	-77%	-$6.98K	﹤0.01%	2407
2021 Q4	$9K	Sell	392 -3,698	-90%	-$83.5K	﹤0.01%	2418
2021 Q3	$91K	Buy	4,090 +4,000	+4,444%	+$102K	﹤0.01%	1228
2021 Q2	$2K	Sell	90 -1,412	-94%	-$38.9K	﹤0.01%	2491
2021 Q1	$40K	Buy	+1,502	New	+$37.3K	﹤0.01%	1845

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

Spire Wealth Management's NWL Position: Q2 2026 in Review

Spire Wealth Management increased its Newell Brands (NWL) stake by 578% in Q2 2026, buying an estimated $3.69K and bringing the position to 1,024 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Spire Wealth Management first reported a position in NWL in Q1 2021 and has held it in 19 quarters since. The position peaked at $91K in Q3 2021. 425 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Spire Wealth Management held 1,024 shares of Newell Brands worth $6.29K as of Q2 2026.
Spire Wealth Management bought 873 Newell Brands shares in Q2 2026, an estimated $3.69K.
Newell Brands made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1779 holding.
Spire Wealth Management first reported a position in Newell Brands in Q1 2021 and has held it in 19 quarters since.
Spire Wealth Management's Newell Brands position peaked at $91K in Q3 2021.
425 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.