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Wealthspire Advisors (New York)’s Newell Brands NWL Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,007
Closed -$5.28K – 2268
2025
Q3 		$5.28K Buy
+1,007
New +$5.71K ﹤0.01% 2313
2019
Q1 		– Sell
-529
Closed -$10K – 565
2018
Q4 		$10K Buy
+529
New +$10.5K ﹤0.01% 510

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s NWL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Newell Brands (NWL) in Q4 2025, closing a stake of 1,007 shares — an estimated $5.28K sold.

Wealthspire Advisors (New York) first reported a position in NWL in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 425 funds tracked by Wall St. Rank hold NWL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Newell Brands position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,007 Newell Brands shares in Q4 2025, an estimated $5.28K.
  • Wealthspire Advisors (New York) first reported a position in Newell Brands in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Newell Brands position peaked at $10K in Q4 2018.
  • 425 funds tracked by Wall St. Rank held Newell Brands as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.