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Wealth Preservation Advisors’s Newell Brands NWL Stock Holding History

Wealth Preservation 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 		– Sell
-4,247
Closed -$14.6K – 654
2026
Q1 		$14.6K Buy
4,247
+3,632
+591% +$15.3K 0.01% 357
2025
Q4 		$2.29K Buy
615
+11
+2% +$44 ﹤0.01% 503
2025
Q3 		$3.16K Buy
604
+7
+1% +$40 ﹤0.01% 433
2025
Q2 		$3.22K Buy
597
+8
+1% +$42 ﹤0.01% 419
2025
Q1 		$3.65K Buy
+589
New +$4.73K ﹤0.01% 416

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

Wealth Preservation Advisors's NWL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Newell Brands (NWL) in Q2 2026, closing a stake of 4,247 shares — an estimated $14.6K sold.

Wealth Preservation Advisors first reported a position in NWL in Q1 2025 and held it in 5 quarters. The position peaked at $14.6K in Q1 2026. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Newell Brands position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 4,247 Newell Brands shares in Q2 2026, an estimated $14.6K.
  • Wealth Preservation Advisors first reported a position in Newell Brands in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Newell Brands position peaked at $14.6K in Q1 2026.
  • 427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

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