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Xcel Wealth Management’s Newell Brands NWL Stock Holding History

Xcel Wealth Management’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
Q2 		– Sell
-17,114
Closed -$106K – 132
2025
Q1 		$106K Sell
17,114
-37,249
-69% -$299K 0.03% 128
2024
Q4 		$541K Buy
54,363
+21,590
+66% +$196K 0.15% 84
2024
Q3 		$252K Hold
32,773
– – 0.07% 117
2024
Q2 		$210K Buy
32,773
+2,500
+8% +$18.6K 0.07% 118
2024
Q1 		$243K Buy
30,273
+8,903
+42% +$70.9K 0.08% 116
2023
Q4 		$185K Buy
21,370
+1,700
+9% +$13K 0.07% 113
2023
Q3 		$178K Buy
19,670
+1,900
+11% +$18.9K 0.07% 104
2023
Q2 		$155K Sell
17,770
-11,680
-40% -$116K 0.05% 134
2023
Q1 		$366K Buy
29,450
+11,700
+66% +$165K 0.13% 102
2022
Q4 		$232K Sell
17,750
-35,300
-67% -$482K 0.09% 112
2022
Q3 		$737K Sell
53,050
-84,900
-62% -$1.59M 0.27% 65
2022
Q2 		$2.63M Sell
137,950
-6,400
-4% -$136K 0.96% 33
2022
Q1 		$3.09M Buy
+144,350
New +$3.34M 0.85% 37

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $5.96B AUM 38.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Xcel Wealth Management's NWL Position: Q2 2025 in Review

Xcel Wealth Management sold out of Newell Brands (NWL) in Q2 2025, closing a stake of 17,114 shares — an estimated $106K sold.

Xcel Wealth Management first reported a position in NWL in Q1 2022 and held it in 13 quarters. The position peaked at $3.09M in Q1 2022. 393 funds tracked by Wall St. Rank hold NWL as of Q2 2025.

  • Xcel Wealth Management reported no remaining Newell Brands position as of Q2 2025 after selling out during the quarter.
  • Xcel Wealth Management sold 17,114 Newell Brands shares in Q2 2025, an estimated $106K.
  • Xcel Wealth Management first reported a position in Newell Brands in Q1 2022 and held it in 13 quarters.
  • Xcel Wealth Management's Newell Brands position peaked at $3.09M in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Newell Brands as of Q2 2025.

Based on Xcel Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.