EWA
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EverSource Wealth Advisors’s Waldencast WALD Stock Holding History

EverSource Wealth 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 		$944 Sell
536
-5,589
-91% -$7.48K ﹤0.01% 3985
2026
Q1 		$5.82K Buy
6,125
+3,853
+170% +$6.12K ﹤0.01% 3194
2025
Q4 		$4.27K Sell
2,272
-995
-30% -$2.02K ﹤0.01% 3187
2025
Q3 		$6.47K Buy
3,267
+2,038
+166% +$4.08K ﹤0.01% 3030
2025
Q2 		$3.01K Buy
1,229
+1,216
+9,354% +$3.08K ﹤0.01% 3349
2025
Q1 		$39 Buy
+13
New +$42 ﹤0.01% 3919

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
CWMGP
Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $284M AUM 32.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

EverSource Wealth Advisors's WALD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Waldencast (WALD) stake by 91% in Q2 2026, selling an estimated $7.48K and leaving 536 shares worth $944. The position accounts for ﹤0.01% of the portfolio, ranked #3985.

EverSource Wealth Advisors first reported a position in WALD in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.47K in Q3 2025. 21 funds tracked by Wall St. Rank hold WALD as of Q2 2026.

  • EverSource Wealth Advisors held 536 shares of Waldencast worth $944 as of Q2 2026.
  • EverSource Wealth Advisors sold 5,589 Waldencast shares in Q2 2026, an estimated $7.48K.
  • Waldencast made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3985 holding.
  • EverSource Wealth Advisors first reported a position in Waldencast in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Waldencast position peaked at $6.47K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Waldencast as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.