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Summit Trail Advisors’s Newell Brands NWL Stock Holding History

Summit Trail Advisors’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 		$1.23M Buy
359,705
+33,847
+10% +$142K 0.02% 833
2025
Q4 		$1.21M Sell
325,858
-4,076
-1% -$16.5K 0.02% 705
2025
Q3 		$1.73M Buy
329,934
+250,099
+313% +$1.42M 0.02% 523
2025
Q2 		$431K Buy
+79,835
New +$423K 0.01% 786
2024
Q4 		– Sell
-12,196
Closed -$93.7K – 643
2024
Q3 		$93.7K Buy
+12,196
New +$87.3K ﹤0.01% 706
2018
Q1 		– Sell
-2,735
Closed -$85K – 1263
2017
Q4 		$85K Buy
+2,735
New +$94.3K 0.01% 671

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