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Capstone Wealth Management Group (Pennsylvania)’s Waldencast WALD Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’s Portfolio WALD Stock Details WALD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.5K Hold
10,000
– – ﹤0.01% 97
2025
Q4 		$18.8K Hold
10,000
– – 0.01% 84
2025
Q3 		$19.8K Buy
+10,000
New +$20K 0.01% 76

Other funds holding WALD

ZEP
Zeno Equity Partners London, United Kingdom $246M AUM 5.07% 1-Year Est. Return
MADR
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $383M AUM 30.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPCM
Stoic Point Capital Management Palo Alto, California $103M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $209M AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s WALD Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) held its Waldencast (WALD) position steady in Q1 2026 at 10,000 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #97.

Capstone Wealth Management Group (Pennsylvania) first reported a position in WALD in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.8K in Q3 2025. 67 funds tracked by Wall St. Rank hold WALD as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 10,000 shares of Waldencast worth $9.5K as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) left its Waldencast share count unchanged in Q1 2026.
  • Waldencast made up ﹤0.01% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #97 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Waldencast in Q3 2025 and has held it in 3 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Waldencast position peaked at $19.8K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Waldencast as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.