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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
Q2 		$2K Sell
11
-2
-15% -$428 ﹤0.01% 1140
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avion Wealth's WDFC Position: Q2 2026 in Review

Avion Wealth reduced its WD-40 (WDFC) stake by 15% in Q2 2026, selling an estimated $428 and leaving 11 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Avion Wealth first reported a position in WDFC in Q3 2023 and has held it in 11 quarters since. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Avion Wealth held 11 shares of WD-40 worth $2K as of Q2 2026.
  • Avion Wealth sold 2 WD-40 shares in Q2 2026, an estimated $428.
  • WD-40 made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1140 holding.
  • Avion Wealth first reported a position in WD-40 in Q3 2023 and has held it in 11 quarters since.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.