Position in NWL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,188,725
+$954,937 QoQ
Shares Held
356,470
-0.9% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#84
of 427 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Summit Trail Advisors, LLC holds $36,147,321 across 11 Household & Personal Products names. NWL ranks #8 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
72,467 | $10,626,560 | |
| 2 | CL |
Colgate Palmolive Co
|
76,122 | $6,978,864 | |
| 3 | CLX |
Clorox Co /De/
|
32,334 | $3,085,956 | |
| 4 | KMB |
Kimberly Clark Corp
|
25,849 | $2,837,444 | |
| 5 | SPB |
Spectrum Brands Holdings, Inc.
|
29,671 | $2,544,288 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
24,567 | $2,380,050 | |
| 7 | UL |
Unilever PLC
|
38,209 | $2,297,125 | |
| 8 | NWL |
Newell Brands Inc.
This page
|
356,470 | $2,188,725 |
All Filings in NWL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,188,725 | 356,470 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,233,788 | 359,705 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,212,191 | 325,858 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,728,854 | 329,934 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $431,109 | 79,835 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $93,665 | 12,196 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||