Position in NWL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,706
+$767 QoQ
Shares Held
278
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#378
of 426 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $1,234,599 across 7 Household & Personal Products names. NWL ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,625 | $678,210 | |
| 2 | EL |
Estee Lauder Companies Inc
|
4,734 | $373,749 | |
| 3 | CL |
Colgate Palmolive Co
|
1,793 | $164,382 | |
| 4 | UL |
Unilever PLC
|
201 | $12,084 | |
| 5 | KMB |
Kimberly Clark Corp
|
24 | $2,634 | |
| 6 | KVUE |
Kenvue Inc.
|
96 | $1,834 | |
| 7 | NWL |
Newell Brands Inc.
This page
|
278 | $1,706 |
All Filings in NWL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,706 | 278 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $939 | 274 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,004 | 270 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,388 | 265 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,414 | 262 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,599 | 258 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,539 | 255 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,950 | 254 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,615 | 252 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,999 | 249 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,143 | 247 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,889 | 320 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,766 | 318 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $3,931 | 316 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,080 | 312 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $4,264 | 307 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $5,788 | 304 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,444 | 301 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $6,530 | 299 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $6,553 | 296 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $8,076 | 294 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $9,855 | 368 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,770 | 366 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||