Position in WALD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$73,506
New position
Shares Held
41,765
first reported quarter
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#20
of 76 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Fortis Capital Advisors, LLC holds $3,908,142 across 2 Household & Personal Products names. WALD ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
26,150 | $3,834,636 | |
| 2 | WALD |
Waldencast plc
This page
|
41,765 | $73,506 |
All Filings in WALD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,506 | 41,765 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||