Position in NWL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$123,859
+$53,105 QoQ
Shares Held
20,173
-2.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 79 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $4,261,721 across 23 Household & Personal Products names. NWL ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
12,108 | $1,775,510 | |
| 2 | CL |
Colgate Palmolive Co
|
8,564 | $785,142 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
4,446 | $430,723 | |
| 4 | UL |
Unilever PLC
|
4,904 | $294,822 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,348 | $257,734 | |
| 6 | KVUE |
Kenvue Inc.
|
12,251 | $234,113 | |
| 7 | CLX |
Clorox Co /De/
|
1,475 | $140,770 | |
| 8 | NWL |
Newell Brands Inc.
This page
|
20,173 | $123,859 |
All Filings in NWL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,859 | 20,173 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $70,754 | 20,629 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $41,940 | 11,275 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $40,572 | 7,743 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $64,421 | 11,930 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,724 | 3,988 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $33,752 | 3,389 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,819 | 3,232 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,831 | 1,846 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,356 | 1,539 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $17,322 | 1,996 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,698 | 3,289 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $18,799 | 2,161 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $24,766 | 1,991 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $29,978 | 2,292 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,487 | 1,691 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $22,047 | 1,158 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $33,227 | 1,552 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $25,487 | 1,167 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||