IFP Advisors’s Waldencast WALD Stock Holding History

IFP 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	$95	Buy	54 +26	+93%	+$35	﹤0.01%	4966
2026 Q1	$27	Buy	28 +17	+155%	+$27	﹤0.01%	4901
2025 Q4	$21	Sell	11 -3	-21%	-$6	﹤0.01%	4800
2025 Q3	$28	Buy	+14	New	+$28	﹤0.01%	4728
2025 Q1	–	Sell	-16	Closed	-$1.95K	–	4654
2024 Q4	$1.95K	Buy	+16	New	+$56	﹤0.01%	3111

Other funds holding WALD

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

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

IFP Advisors's WALD Position: Q2 2026 in Review

IFP Advisors increased its Waldencast (WALD) stake by 93% in Q2 2026, buying an estimated $35 and bringing the position to 54 shares worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #4966.

IFP Advisors first reported a position in WALD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.95K in Q4 2024. 6 funds tracked by Wall St. Rank hold WALD as of Q2 2026.

IFP Advisors held 54 shares of Waldencast worth $95 as of Q2 2026.
IFP Advisors bought 26 Waldencast shares in Q2 2026, an estimated $35.
Waldencast made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4966 holding.
IFP Advisors first reported a position in Waldencast in Q4 2024 and has held it in 5 quarters since.
IFP Advisors's Waldencast position peaked at $1.95K in Q4 2024.
6 funds tracked by Wall St. Rank held Waldencast as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.