Position in NWL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$358,827
+$171,707 QoQ
Shares Held
58,441
+7.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#179
of 426 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWL Over Time
Shares Held
Position Value (USD)
Derivatives in NWL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,792
PutShares
31,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Sigma Planning Corp holds $16,825,571 across 9 Household & Personal Products names. NWL ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
58,305 | $8,549,845 | |
| 2 | CLX |
Clorox Co /De/
|
33,259 | $3,174,238 | |
| 3 | KMB |
Kimberly Clark Corp
|
19,692 | $2,161,590 | |
| 4 | UL |
Unilever PLC
|
14,237 | $855,928 | |
| 5 | CL |
Colgate Palmolive Co
|
5,947 | $545,220 | |
| 6 | KVUE |
Kenvue Inc.
|
27,544 | $526,365 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
4,480 | $434,022 | |
| 8 | NWL |
Newell Brands Inc.
This page
|
58,441 | $358,827 |
All Filings in NWL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,827 | 58,441 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $187,120 | 54,554 | Shares | Sole | 2026-05-04 | |
| 2026-03-31 | $2,792 | 31,800 | Put | Sole | 2026-05-04 | |
| 2025-12-31 | $3,927 | 39,100 | Put | Sole | 2026-01-30 | |
| 2025-12-31 | $178,932 | 48,100 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,436 | 22,000 | Put | Sole | 2025-11-10 | |
| 2025-09-30 | $214,682 | 40,970 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $212,139 | 39,285 | Shares | Sole | 2025-08-05 | |
| 2025-06-30 | $4,297 | 40,100 | Put | Sole | 2025-08-05 | |
| 2025-03-31 | $194,853 | 31,428 | Shares | Sole | 2025-05-02 | |
| 2025-03-31 | $1,924 | 16,100 | Put | Sole | 2025-05-02 | |
| 2024-12-31 | $201,948 | 20,276 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $148,392 | 19,322 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $106,758 | 16,655 | Shares | Sole | 2024-08-06 | |
| 2024-06-30 | $1,575 | 28,900 | Put | Sole | 2024-08-06 | |
| 2024-03-31 | $107,320 | 13,365 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,313 | 25,600 | Put | Sole | 2024-02-01 | |
| 2023-09-30 | $33,758 | 25,000 | Put | Sole | 2023-11-06 | |
| 2023-09-30 | $117,471 | 13,009 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $106,470 | 12,238 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $278,494 | 22,387 | Shares | Sole | 2023-05-08 | |
| 2022-09-30 | $403,226 | 29,030 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $345,023 | 18,121 | Shares | Sole | 2022-08-11 | |
| 2021-06-30 | $274,287 | 9,985 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $262,229 | 9,792 | Shares | Sole | 2021-05-06 | |
| 2020-03-31 | $161,710 | 12,177 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||