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Avion Wealth’s WD-40 WDFC Stock Holding History

Avion Wealth’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
Q1 		$2K Buy
13
+2
+18% +$447 ﹤0.01% 937
2025
Q4 		$2K Buy
11
+2
+22% +$394 ﹤0.01% 943
2025
Q3 		$1K Buy
9
+7
+350% +$1.52K ﹤0.01% 1125
2025
Q2 		$0 Hold
2
– – ﹤0.01% 1644
2025
Q1 		$0 Buy
+2
New +$473 ﹤0.01% 1374
2024
Q4 		– Sell
-2
Closed – – 1295
2024
Q3 		$0 Hold
2
– – ﹤0.01% 1356
2024
Q2 		$0 Hold
2
– – ﹤0.01% 1280
2024
Q1 		$1K Hold
2
– – ﹤0.01% 1116
2023
Q4 		$0 Hold
2
– – ﹤0.01% 1367
2023
Q3 		$0 Buy
+2
New +$428 ﹤0.01% 1227

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avion Wealth's WDFC Position: Q1 2026 in Review

Avion Wealth increased its WD-40 (WDFC) stake by 18% in Q1 2026, buying an estimated $447 and bringing the position to 13 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Avion Wealth first reported a position in WDFC in Q3 2023 and has held it in 10 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Avion Wealth held 13 shares of WD-40 worth $2K as of Q1 2026.
  • Avion Wealth bought 2 WD-40 shares in Q1 2026, an estimated $447.
  • WD-40 made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #937 holding.
  • Avion Wealth first reported a position in WD-40 in Q3 2023 and has held it in 10 quarters since.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.