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 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 $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DRZID

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

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Whitegate Investment Counselors's NWL Position: Q1 2026 in Review

Whitegate Investment Counselors increased its Newell Brands (NWL) stake by 1.7% in Q1 2026, buying an estimated $1.04K and bringing the position to 14,950 shares worth $51.3K. The position accounts for 0.02% of the portfolio, ranked #66.

Whitegate Investment Counselors first reported a position in NWL in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.44M in Q2 2018. 421 funds tracked by Wall St. Rank hold NWL as of Q1 2026.

Whitegate Investment Counselors held 14,950 shares of Newell Brands worth $51.3K as of Q1 2026.
Whitegate Investment Counselors bought 248 Newell Brands shares in Q1 2026, an estimated $1.04K.
Newell Brands made up 0.02% of Whitegate Investment Counselors's portfolio in Q1 2026, its #66 holding.
Whitegate Investment Counselors first reported a position in Newell Brands in Q1 2018 and has held it in 11 quarters since.
Whitegate Investment Counselors's Newell Brands position peaked at $2.44M in Q2 2018.
421 funds tracked by Wall St. Rank held Newell Brands as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.