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TFC Financial Management’s Newell Brands NWL Stock Holding History

TFC Financial 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
2025
Q2 		– Sell
-63
Closed -$391 – 1055
2025
Q1 		$391 Hold
63
– – ﹤0.01% 677
2024
Q4 		$628 Hold
63
– – ﹤0.01% 627
2024
Q3 		$484 Buy
+63
New +$451 ﹤0.01% 674

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TFC Financial Management's NWL Position: Q2 2025 in Review

TFC Financial Management sold out of Newell Brands (NWL) in Q2 2025, closing a stake of 63 shares — an estimated $391 sold.

TFC Financial Management first reported a position in NWL in Q3 2024 and held it in 3 quarters. The position peaked at $628 in Q4 2024. 394 funds tracked by Wall St. Rank hold NWL as of Q2 2025.

  • TFC Financial Management reported no remaining Newell Brands position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 63 Newell Brands shares in Q2 2025, an estimated $391.
  • TFC Financial Management first reported a position in Newell Brands in Q3 2024 and held it in 3 quarters.
  • TFC Financial Management's Newell Brands position peaked at $628 in Q4 2024.
  • 394 funds tracked by Wall St. Rank held Newell Brands as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.