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Synergy Investment Management’s Newell Brands NWL Stock Holding History

Synergy Investment 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
Q2 		$614 Hold
100
– – ﹤0.01% 1018
2026
Q1 		$343 Buy
+100
New +$420 ﹤0.01% 855

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Rubric Capital Management (New York)
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Synergy Investment Management's NWL Position: Q2 2026 in Review

Synergy Investment Management held its Newell Brands (NWL) position steady in Q2 2026 at 100 shares worth $614. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Synergy Investment Management first reported a position in NWL in Q1 2026 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Synergy Investment Management held 100 shares of Newell Brands worth $614 as of Q2 2026.
  • Synergy Investment Management left its Newell Brands share count unchanged in Q2 2026.
  • Newell Brands made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1018 holding.
  • Synergy Investment Management first reported a position in Newell Brands in Q1 2026 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.