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TriaGen Wealth Management’s Newell Brands NWL Stock Holding History

TriaGen Wealth 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 		$327K Buy
+53,188
New +$225K 0.08% 154
2025
Q1 		– Sell
-58,514
Closed -$583K – 186
2024
Q4 		$583K Buy
58,514
+991
+2% +$8.99K 0.2% 96
2024
Q3 		$442K Buy
+57,523
New +$412K 0.15% 114

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TriaGen Wealth Management's NWL Position: Q2 2026 in Review

TriaGen Wealth Management opened a new position in Newell Brands (NWL) in Q2 2026: 53,188 shares worth $327K. The stake represents 0.08% of the portfolio and ranks #154 among its holdings. This is a return to the name: TriaGen Wealth Management previously reported a position in NWL as recently as Q4 2024.

TriaGen Wealth Management first reported a position in NWL in Q3 2024 and has held it in 3 quarters since. The position peaked at $583K in Q4 2024. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • TriaGen Wealth Management held 53,188 shares of Newell Brands worth $327K as of Q2 2026.
  • Newell Brands was a new TriaGen Wealth Management position in Q2 2026.
  • Newell Brands made up 0.08% of TriaGen Wealth Management's portfolio in Q2 2026, its #154 holding.
  • TriaGen Wealth Management first reported a position in Newell Brands in Q3 2024 and has held it in 3 quarters since.
  • TriaGen Wealth Management's Newell Brands position peaked at $583K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.