West Branch Capital’s Newell Brands NWL Stock Holding History

West Branch Capital’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	-858	Closed	-$2.94K	–	376
2026 Q1	$2.94K	Hold	858	–	–	﹤0.01%	295
2025 Q4	$3.19K	Hold	858	–	–	﹤0.01%	330
2025 Q3	$4.5K	Buy	+858	New	+$4.86K	﹤0.01%	336
2020 Q1	–	Sell	-43,196	Closed	-$830K	–	88
2019 Q4	$830K	Sell	43,196 -29,609	-41%	-$570K	0.58%	45
2019 Q3	$1.36M	Buy	72,805 +27,566	+61%	+$444K	1.01%	31
2019 Q2	$698K	Buy	45,239 +19,288	+74%	+$289K	0.58%	46
2019 Q1	$398K	Buy	+25,951	New	+$477K	0.36%	57

Other funds holding NWL

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

West Branch Capital's NWL Position: Q2 2026 in Review

West Branch Capital sold out of Newell Brands (NWL) in Q2 2026, closing a stake of 858 shares — an estimated $2.94K sold.

West Branch Capital first reported a position in NWL in Q1 2019 and held it in 7 quarters. The position peaked at $1.36M in Q3 2019. 67 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

West Branch Capital reported no remaining Newell Brands position as of Q2 2026 after selling out during the quarter.
West Branch Capital sold 858 Newell Brands shares in Q2 2026, an estimated $2.94K.
West Branch Capital first reported a position in Newell Brands in Q1 2019 and held it in 7 quarters.
West Branch Capital's Newell Brands position peaked at $1.36M in Q3 2019.
67 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.