Position in WALD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$17
-$1,178 QoQ
Shares Held
18
-97.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WALD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Arax Advisory Partners holds $10,624,967 across 19 Household & Personal Products names. WALD ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
49,687 | $7,176,790 | |
| 2 | CL |
Colgate Palmolive Co
|
26,413 | $2,251,179 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,816 | $561,069 | |
| 4 | UL |
Unilever PLC
|
3,959 | $225,544 | |
| 5 | SPB |
Spectrum Brands Holdings, Inc.
|
1,525 | $112,392 | |
| 6 | CLX |
Clorox Co /De/
|
590 | $61,141 | |
| 7 | KVUE |
Kenvue Inc.
|
2,817 | $48,565 | |
| 8 | EL |
Estee Lauder Companies Inc
|
570 | $40,908 |
All Filings in WALD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17 | 18 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $1,195 | 604 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $374 | 103 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $369 | 103 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||