Back to NWL

Prosperity Planning, Inc. → NWL

Prosperity Planning, Inc. NWL Position History

Newell Brands Inc. • Consumer Cyclical

Quarters held
4
Latest value
$685K
Q3 2026
Peak value
$797K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$370K
Q1 2026$341K
Q2 2026$797K
Q3 2026$685K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$685K129.8K——
Q2 2026$797K129.8K——
Q1 2026$341K99.4K——
Q4 2025$370K99.4K——

Other funds holding NWL

Other Prosperity Planning, Inc. positions

ETHA

ISHARES TR

$55M
ETHA

ISHARES TR

$53M
ETHA

ISHARES TR

$49.3M
ETHA

ISHARES TR

$47.1M
VGES

VANGUARD INDEX FDS

$27.4M
ETHA

ISHARES TR

$27.1M
ETHA

ISHARES TR

$26.5M
VGES

VANGUARD INDEX FDS

$25.4M