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Fortis Capital Advisors’s Waldencast WALD Stock Holding History

Fortis Capital 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 		$73.5K Buy
+41,765
New +$55.9K 0.01% 401

Other funds holding WALD

MADR
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $518M AUM 28.77% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CWMGP
Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $284M AUM 32.49% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fortis Capital Advisors's WALD Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in Waldencast (WALD) in Q2 2026: 41,765 shares worth $73.5K. The stake represents 0.01% of the portfolio and ranks #401 among its holdings.

15 funds tracked by Wall St. Rank hold WALD as of Q2 2026.

  • Fortis Capital Advisors held 41,765 shares of Waldencast worth $73.5K as of Q2 2026.
  • Waldencast was a new Fortis Capital Advisors position in Q2 2026.
  • Waldencast made up 0.01% of Fortis Capital Advisors's portfolio in Q2 2026, its #401 holding.
  • 15 funds tracked by Wall St. Rank held Waldencast as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.