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Clearstead Advisors’s Waldencast WALD Stock Holding History

Clearstead Advisors’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
Q2 		$13 Buy
+7
New +$9 ﹤0.01% 3612
2025
Q4 		– Sell
-30
Closed -$60 – 3281
2025
Q3 		$60 Buy
+30
New +$60 ﹤0.01% 2965

Other funds holding WALD

MADR
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $518M AUM 28.77% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
FCA
Fortis Capital Advisors Prairie Village, Kansas $889M AUM 36.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
C
Covestor London, United Kingdom $173M AUM 56.91% 1-Year Est. Return
CWMGP
Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $284M AUM 32.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Clearstead Advisors's WALD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Waldencast (WALD) in Q2 2026: 7 shares worth $13. The stake represents ﹤0.01% of the portfolio and ranks #3612 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WALD as recently as Q3 2025.

Clearstead Advisors first reported a position in WALD in Q3 2025 and has held it in 2 quarters since. The position peaked at $60 in Q3 2025. 24 funds tracked by Wall St. Rank hold WALD as of Q2 2026.

  • Clearstead Advisors held 7 shares of Waldencast worth $13 as of Q2 2026.
  • Waldencast was a new Clearstead Advisors position in Q2 2026.
  • Waldencast made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3612 holding.
  • Clearstead Advisors first reported a position in Waldencast in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Waldencast position peaked at $60 in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Waldencast as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.