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 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 $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverly Advisors's NWL Position: Q1 2026 in Review

Waverly Advisors opened a new position in Newell Brands (NWL) in Q1 2026: 17,428 shares worth $59.8K. The stake represents ﹤0.01% of the portfolio and ranks #1561 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in NWL as recently as Q3 2017.

Waverly Advisors first reported a position in NWL in Q4 2013 and has held it in 10 quarters since. The position peaked at $370K in Q3 2016. 420 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

Waverly Advisors held 17,428 shares of Newell Brands worth $59.8K as of Q1 2026.
Newell Brands was a new Waverly Advisors position in Q1 2026.
Newell Brands made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1561 holding.
Waverly Advisors first reported a position in Newell Brands in Q4 2013 and has held it in 10 quarters since.
Waverly Advisors's Newell Brands position peaked at $370K in Q3 2016.
420 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.