Position in WALD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$941
-$4,874 QoQ
Shares Held
536
-91.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 11 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WALD 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. WALD ranks #20 (0.0% 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.
|
20,173 | $123,859 |
All Filings in WALD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941 | 536 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,815 | 6,125 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,271 | 2,272 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,467 | 3,267 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,010 | 1,229 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $39 | 13 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||