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True Wealth Design’s Newell Brands NWL Stock Holding History

True Wealth Design’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 		$12.8K Buy
3,732
+1,319
+55% +$5.54K ﹤0.01% 893
2025
Q4 		$8.98K Sell
2,413
-1,169
-33% -$4.72K ﹤0.01% 901
2025
Q3 		$18.8K Buy
3,582
+298
+9% +$1.69K 0.01% 642
2025
Q2 		$17.7K Sell
3,284
-2,788
-46% -$14.8K 0.01% 410
2025
Q1 		$37.6K Buy
6,072
+4,831
+389% +$38.8K 0.01% 246
2024
Q4 		$12.4K Hold
1,241
– – ﹤0.01% 393
2024
Q3 		$9.53K Buy
1,241
+1,221
+6,105% +$8.74K ﹤0.01% 429
2024
Q2 		$129 Hold
20
– – ﹤0.01% 765
2024
Q1 		$161 Hold
20
– – ﹤0.01% 752
2023
Q4 		$174 Hold
20
– – ﹤0.01% 694
2023
Q3 		$181 Hold
20
– – ﹤0.01% 659
2023
Q2 		$174 Hold
20
– – ﹤0.01% 671
2023
Q1 		$249 Sell
20
-13
-39% -$183 ﹤0.01% 689
2022
Q4 		$432 Buy
+33
New +$451 ﹤0.01% 488

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