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Twin Peaks Wealth Advisors’s Newell Brands NWL Stock Holding History

Twin Peaks Wealth 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
2025
Q3 		– Sell
-414
Closed -$2.04K – 1460
2025
Q2 		$2.04K Buy
+414
New +$2.19K ﹤0.01% 1617

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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 $2.92B AUM 30.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's NWL Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Newell Brands (NWL) in Q3 2025, closing a stake of 414 shares — an estimated $2.04K sold.

Twin Peaks Wealth Advisors first reported a position in NWL in Q2 2025 and held it in 1 quarter. The position peaked at $2.04K in Q2 2025. 400 funds tracked by Wall St. Rank hold NWL as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Newell Brands position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 414 Newell Brands shares in Q3 2025, an estimated $2.04K.
  • Twin Peaks Wealth Advisors first reported a position in Newell Brands in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Newell Brands position peaked at $2.04K in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Newell Brands as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.