Steward Partners Investment Advisory, LLC
Position in WALD — Waldencast plc
CIK 1723397
STAMFORD, CT
Position in WALD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,125
-$6,975 QoQ
Shares Held
7,500
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Steward Partners Investment Advisory, LLC holds $69,976,303 across 16 Household & Personal Products names. WALD ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
298,971 | $43,183,371 | |
| 2 | CL |
Colgate Palmolive Co
|
77,315 | $6,589,557 | |
| 3 | KMB |
Kimberly Clark Corp
|
63,326 | $6,109,059 | |
| 4 | UL |
Unilever PLC
|
90,453 | $5,153,107 | |
| 5 | EL |
Estee Lauder Companies Inc
|
68,388 | $4,908,206 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
21,209 | $1,979,223 | |
| 7 | CLX |
Clorox Co /De/
|
11,505 | $1,192,263 | |
| 8 | KVUE |
Kenvue Inc.
|
38,275 | $659,861 |
All Filings in WALD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||