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Steward Partners Investment Advisory’s Waldencast WALD Stock Holding History

Steward Partners Investment Advisory’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 		$7.12K Hold
7,500
– – ﹤0.01% 3679
2025
Q4 		$14.1K Hold
7,500
– – ﹤0.01% 3293
2025
Q3 		$14.8K Buy
+7,500
New +$15K ﹤0.01% 3220

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 $518M AUM 28.77% 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

Steward Partners Investment Advisory's WALD Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Waldencast (WALD) position steady in Q1 2026 at 7,500 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

Steward Partners Investment Advisory first reported a position in WALD in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.8K in Q3 2025. 67 funds tracked by Wall St. Rank hold WALD as of Q1 2026.

  • Steward Partners Investment Advisory held 7,500 shares of Waldencast worth $7.12K as of Q1 2026.
  • Steward Partners Investment Advisory left its Waldencast share count unchanged in Q1 2026.
  • Waldencast made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3679 holding.
  • Steward Partners Investment Advisory first reported a position in Waldencast in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Waldencast position peaked at $14.8K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Waldencast as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.