WESPAC Advisors’s Newell Brands NWL Stock Holding History

WESPAC 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 Q1	–	Sell	-87,131	Closed	-$868K	–	189
2024 Q4	$868K	Buy	+87,131	New	+$790K	0.64%	51

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

WESPAC Advisors's NWL Position: Q1 2025 in Review

WESPAC Advisors sold out of Newell Brands (NWL) in Q1 2025, closing a stake of 87,131 shares — an estimated $868K sold.

WESPAC Advisors first reported a position in NWL in Q4 2024 and held it in 1 quarter. The position peaked at $868K in Q4 2024. 401 funds tracked by Wall St. Rank hold NWL as of Q1 2025.

WESPAC Advisors reported no remaining Newell Brands position as of Q1 2025 after selling out during the quarter.
WESPAC Advisors sold 87,131 Newell Brands shares in Q1 2025, an estimated $868K.
WESPAC Advisors first reported a position in Newell Brands in Q4 2024 and held it in 1 quarter.
WESPAC Advisors's Newell Brands position peaked at $868K in Q4 2024.
401 funds tracked by Wall St. Rank held Newell Brands as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.