Waverly Advisors’s Newell Brands NWL Stock Holding History

Waverly 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
2026 Q2	$137K	Buy	22,276 +4,848	+28%	+$20.5K	﹤0.01%	1656
2026 Q1	$59.8K	Buy	+17,428	New	+$73.2K	﹤0.01%	1561
2017 Q4	–	Sell	-5,724	Closed	-$244K	–	405
2017 Q3	$244K	Hold	5,724	–	–	0.05%	196
2017 Q2	$307K	Sell	5,724 -1,119	-16%	-$56.7K	0.08%	173
2017 Q1	$323K	Sell	6,843 -87	-1%	-$4.13K	0.09%	165
2016 Q4	$309K	Sell	6,930 -95	-1%	-$4.6K	0.11%	78
2016 Q3	$370K	Hold	7,025	–	–	0.15%	60
2016 Q2	$341K	Sell	7,025 -500	-7%	-$23.4K	0.15%	55
2016 Q1	$333K	Hold	7,525	–	–	0.2%	53
2015 Q4	$332K	Buy	+7,525	New	+$329K	0.14%	81
2014 Q1	–	Sell	-218	Closed	-$7K	–	796
2013 Q4	$7K	Buy	+218	New	+$6.49K	﹤0.01%	621

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's NWL Position: Q2 2026 in Review

Waverly Advisors increased its Newell Brands (NWL) stake by 28% in Q2 2026, buying an estimated $20.5K and bringing the position to 22,276 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Waverly Advisors first reported a position in NWL in Q4 2013 and has held it in 11 quarters since. The position peaked at $370K in Q3 2016. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Waverly Advisors held 22,276 shares of Newell Brands worth $137K as of Q2 2026.
Waverly Advisors bought 4,848 Newell Brands shares in Q2 2026, an estimated $20.5K.
Newell Brands made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1656 holding.
Waverly Advisors first reported a position in Newell Brands in Q4 2013 and has held it in 11 quarters since.
Waverly Advisors's Newell Brands position peaked at $370K in Q3 2016.
427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.