Summit Global Investments’s Newell Brands NWL Stock Holding History

Summit Global Investments’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	$66K	Buy	10,674 +171	+2%	+$723	﹤0.01%	521
2026 Q1	$36K	Buy	10,503 +174	+2%	+$731	﹤0.01%	482
2025 Q4	$38K	Buy	10,329 +191	+2%	+$772	﹤0.01%	476
2025 Q3	$53K	Buy	10,138 +119	+1%	+$674	﹤0.01%	462
2025 Q2	$54K	Buy	+10,019	New	+$53.1K	﹤0.01%	457
2022 Q2	–	Sell	-9,542	Closed	-$204K	–	507
2022 Q1	$204K	Hold	9,542	–	–	0.02%	454
2021 Q4	$208K	Hold	9,542	–	–	0.01%	501
2021 Q3	$211K	Hold	9,542	–	–	0.02%	434
2021 Q2	$262K	Hold	9,542	–	–	0.02%	483
2021 Q1	$256K	Buy	+9,542	New	+$237K	0.02%	476

Other funds holding NWL

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Global Investments's NWL Position: Q2 2026 in Review

Summit Global Investments increased its Newell Brands (NWL) stake by 1.6% in Q2 2026, buying an estimated $723 and bringing the position to 10,674 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Summit Global Investments first reported a position in NWL in Q1 2021 and has held it in 10 quarters since. The position peaked at $262K in Q2 2021. 129 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Summit Global Investments held 10,674 shares of Newell Brands worth $66K as of Q2 2026.
Summit Global Investments bought 171 Newell Brands shares in Q2 2026, an estimated $723.
Newell Brands made up ﹤0.01% of Summit Global Investments's portfolio in Q2 2026, its #521 holding.
Summit Global Investments first reported a position in Newell Brands in Q1 2021 and has held it in 10 quarters since.
Summit Global Investments's Newell Brands position peaked at $262K in Q2 2021.
129 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.