Steward Partners Investment Advisory, LLC
Position in WALD — Waldencast plc
CIK 1723397
STAMFORD, CT
Position in WALD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,200
+$6,075 QoQ
Shares Held
7,500
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 76 holders
Holding Since
Sep 2025
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 Jun 30, 2026Steward Partners Investment Advisory, LLC holds $66,351,989 across 19 Household & Personal Products names. WALD ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
287,360 | $42,138,470 | |
| 2 | CL |
Colgate Palmolive Co
|
74,727 | $6,850,971 | |
| 3 | UL |
Unilever PLC
|
93,046 | $5,593,925 | |
| 4 | KMB |
Kimberly Clark Corp
|
32,923 | $3,613,957 | |
| 5 | EL |
Estee Lauder Companies Inc
|
40,214 | $3,174,895 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
20,108 | $1,948,063 | |
| 7 | CLX |
Clorox Co /De/
|
14,380 | $1,372,427 | |
| 8 | KVUE |
Kenvue Inc.
|
58,690 | $1,121,565 |
All Filings in WALD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,200 | 7,500 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,125 | 7,500 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,100 | 7,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,850 | 7,500 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||