AWM
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Abound Wealth Management’s WD-40 WDFC Stock Holding History

Abound Wealth Management’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244 Hold
1
– – ﹤0.01% 1078
2026
Q1 		$204 Hold
1
– – ﹤0.01% 1236
2025
Q4 		$197 Hold
1
– – ﹤0.01% 1185
2025
Q3 		$198 Hold
1
– – ﹤0.01% 1121
2025
Q2 		$229 Hold
1
– – ﹤0.01% 997
2025
Q1 		$244 Hold
1
– – ﹤0.01% 922
2024
Q4 		$243 Hold
1
– – ﹤0.01% 978
2024
Q3 		$258 Sell
1
-1
-50% -$251 ﹤0.01% 1027
2024
Q2 		$440 Hold
2
– – ﹤0.01% 864
2024
Q1 		$507 Hold
2
– – ﹤0.01% 896
2023
Q4 		$479 Hold
2
– – ﹤0.01% 933
2023
Q3 		$407 Hold
2
– – ﹤0.01% 877
2023
Q2 		$378 Buy
+2
New +$378 ﹤0.01% 954

Other funds holding WDFC

WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Abound Wealth Management's WDFC Position: Q2 2026 in Review

Abound Wealth Management held its WD-40 (WDFC) position steady in Q2 2026 at 1 share worth $244. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Abound Wealth Management first reported a position in WDFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $507 in Q1 2024. 35 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Abound Wealth Management held 1 share of WD-40 worth $244 as of Q2 2026.
  • Abound Wealth Management left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1078 holding.
  • Abound Wealth Management first reported a position in WD-40 in Q2 2023 and has held it in 13 quarters since.
  • Abound Wealth Management's WD-40 position peaked at $507 in Q1 2024.
  • 35 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.