Whitegate Investment Counselors’s Newell Brands NWL Stock Holding History

Whitegate Investment Counselors’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	-14,950	Closed	-$51.3K	–	76
2026 Q1	$51.3K	Buy	14,950 +248	+2%	+$1.04K	0.02%	66
2025 Q4	$54.7K	Buy	14,702 +272	+2%	+$1.1K	0.02%	66
2025 Q3	$75.6K	Sell	14,430 -926	-6%	-$5.25K	0.02%	64
2025 Q2	$82.9K	Buy	15,356 +198	+1%	+$1.05K	0.03%	65
2025 Q1	$94K	Buy	+15,158	New	+$122K	0.03%	63
2019 Q3	–	Sell	-21,410	Closed	-$330K	–	204
2019 Q2	$330K	Sell	21,410 -17,325	-45%	-$259K	0.07%	154
2019 Q1	$594K	Sell	38,735 -21,400	-36%	-$393K	0.12%	127
2018 Q4	$1.12M	Sell	60,135 -37,115	-38%	-$738K	0.26%	91
2018 Q3	$1.97M	Buy	97,250 +2,630	+3%	+$61.8K	0.4%	75
2018 Q2	$2.44M	Buy	94,620 +5,910	+7%	+$154K	0.5%	67
2018 Q1	$2.26M	Buy	+88,710	New	+$2.51M	0.48%	70

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whitegate Investment Counselors's NWL Position: Q2 2026 in Review

Whitegate Investment Counselors sold out of Newell Brands (NWL) in Q2 2026, closing a stake of 14,950 shares — an estimated $51.3K sold.

Whitegate Investment Counselors first reported a position in NWL in Q1 2018 and held it in 11 quarters. The position peaked at $2.44M in Q2 2018. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

Whitegate Investment Counselors reported no remaining Newell Brands position as of Q2 2026 after selling out during the quarter.
Whitegate Investment Counselors sold 14,950 Newell Brands shares in Q2 2026, an estimated $51.3K.
Whitegate Investment Counselors first reported a position in Newell Brands in Q1 2018 and held it in 11 quarters.
Whitegate Investment Counselors's Newell Brands position peaked at $2.44M in Q2 2018.
427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.