True Wealth Design’s Waldencast WALD Stock Holding History

True Wealth Design’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	$191	Buy	108 +98	+980%	+$131	﹤0.01%	2455
2026 Q1	$10	Buy	+10	New	+$16	﹤0.01%	2670
2025 Q4	–	Sell	-5	Closed	-$10	–	2841
2025 Q3	$10	Buy	5 +1	+25%	+$2	﹤0.01%	2688
2025 Q2	$10	Sell	4 -2	-33%	-$5	﹤0.01%	2545
2025 Q1	$18	Buy	+6	New	+$19	﹤0.01%	2605

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

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 Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's WALD Position: Q2 2026 in Review

True Wealth Design increased its Waldencast (WALD) stake by 980% in Q2 2026, buying an estimated $131 and bringing the position to 108 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

True Wealth Design first reported a position in WALD in Q1 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold WALD as of Q2 2026.

True Wealth Design held 108 shares of Waldencast worth $191 as of Q2 2026.
True Wealth Design bought 98 Waldencast shares in Q2 2026, an estimated $131.
Waldencast made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2455 holding.
True Wealth Design first reported a position in Waldencast in Q1 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held Waldencast as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.