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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
2018
Q3 		– Sell
-553
Closed -$1.43M – 247
2018
Q2 		$1.43M Buy
+553
New +$14.4K 0.21% 63

Other funds holding NWL

BlackRock
BlackRock New York $5.72T 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 $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's NWL Position: Q1 2026 in Review

Summit Securities Group sold out of Newell Brands (NWL) in Q1 2026, closing a stake of 7,981 shares — an estimated $29.7K sold.

Summit Securities Group first reported a position in NWL in Q3 2019 and held it in 14 quarters. The position peaked at $3.29M in Q4 2019. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

  • Summit Securities Group reported no remaining Newell Brands position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 7,981 Newell Brands shares in Q1 2026, an estimated $29.7K.
  • Summit Securities Group first reported a position in Newell Brands in Q3 2019 and held it in 14 quarters.
  • Summit Securities Group's Newell Brands position peaked at $3.29M in Q4 2019.
  • 420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.