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Summit Securities Group’s Newell Brands NWL Stock Holding History

Summit Securities Group’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 		– Sell
-7,981
Closed -$29.7K – 1302
2025
Q4 		$29.7K Buy
+7,981
New +$32.2K 0.01% 726
2023
Q3 		– Sell
-493
Closed -$4K – 912
2023
Q2 		$4K Sell
493
-244
-33% -$2.43K ﹤0.01% 826
2023
Q1 		$9K Buy
737
+357
+94% +$5.03K ﹤0.01% 695
2022
Q4 		$5K Sell
380
-259
-41% -$3.54K ﹤0.01% 1082
2022
Q3 		$9K Sell
639
-329
-34% -$6.14K ﹤0.01% 800
2022
Q2 		$18K Buy
968
+613
+173% +$13K 0.01% 780
2022
Q1 		$8K Buy
+355
New +$8.21K ﹤0.01% 883
2021
Q4 		– Sell
-15,400
Closed -$341K – 985
2021
Q3 		$341K Buy
+15,400
New +$393K 0.08% 500
2021
Q1 		– Sell
-38,000
Closed -$807K – 768
2020
Q4 		$807K Sell
38,000
-9,700
-20% -$189K 0.2% 265
2020
Q3 		$819K Sell
47,700
-20,800
-30% -$347K 0.31% 175
2020
Q2 		$1.09M Buy
68,500
+6,700
+11% +$91.9K 0.42% 139
2020
Q1 		$821K Sell
61,800
-109,200
-64% -$1.88M 0.4% 127
2019
Q4 		$3.29M Buy
171,000
+144,900
+555% +$2.79M 0.55% 93
2019
Q3 		$489K Buy
+26,100
New +$421K 0.19% 197
2018
Q3 		– Hold
0
– – – 257
2018
Q2 		– Hold
0
– – – 258

Other funds holding NWL

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DRZID
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
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return