Position in NWL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$113,737
+$42,397 QoQ
Shares Held
18,524
-10.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 423 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $9,028,371 across 7 Household & Personal Products names. NWL ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
25,299 | $3,709,845 | |
| 2 | UL |
Unilever PLC
|
60,884 | $3,660,346 | |
| 3 | CL |
Colgate Palmolive Co
|
6,688 | $613,155 | |
| 4 | KMB |
Kimberly Clark Corp
|
4,590 | $503,844 | |
| 5 | EL |
Estee Lauder Companies Inc
|
2,780 | $219,481 | |
| 6 | CLX |
Clorox Co /De/
|
2,179 | $207,963 | |
| 7 | NWL |
Newell Brands Inc.
This page
|
18,524 | $113,737 |
All Filings in NWL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,737 | 18,524 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $71,340 | 20,799 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $63,236 | 16,999 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $63,838 | 12,183 | Shares | Sole | 2025-10-09 | |
| 2024-09-30 | $79,818 | 10,393 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $90,009 | 14,042 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $119,831 | 14,923 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $90,949 | 10,478 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||