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 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 $5.7T 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 $8.16B AUM 68.42% 1-Year Est. Return

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