Bell Investment Advisors’s WD-40 WDFC Stock Holding History

Bell Investment Advisors’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	$1.84K	Hold	9	–	–	﹤0.01%	1360
2025 Q4	$1.77K	Sell	9 -24	-73%	-$4.73K	﹤0.01%	1386
2025 Q3	$6.52K	Hold	33	–	–	﹤0.01%	807
2025 Q2	$7.53K	Buy	33 +16	+94%	+$3.77K	﹤0.01%	794
2025 Q1	$4.15K	Sell	17 -5	-23%	-$1.18K	﹤0.01%	1007
2024 Q4	$5.34K	Sell	22 -2	-8%	-$533	﹤0.01%	903
2024 Q3	$6.19K	Hold	24	–	–	﹤0.01%	824
2024 Q2	$5.27K	Buy	24 +3	+14%	+$694	﹤0.01%	897
2024 Q1	$5.32K	Sell	21 -6	-22%	-$1.55K	﹤0.01%	879
2023 Q4	$6.46K	Buy	27 +4	+17%	+$893	﹤0.01%	741
2023 Q3	$4.67K	Sell	23 -5	-18%	-$1.07K	﹤0.01%	840
2023 Q2	$5.28K	Sell	28 -5	-15%	-$944	﹤0.01%	797
2023 Q1	$5.88K	Buy	33 +20	+154%	+$3.45K	﹤0.01%	704
2022 Q4	$2.1K	Sell	13 -13	-50%	-$2.17K	﹤0.01%	1268
2022 Q3	$5K	Buy	26 +22	+550%	+$4.11K	﹤0.01%	725
2022 Q2	$1K	Buy	+4	New	+$747	﹤0.01%	1654
2021 Q4	$3K	Buy	11 +9	+450%	+$2.1K	﹤0.01%	1049
2021 Q3	$0	Buy	+2	New	+$480	﹤0.01%	1839

Other funds holding WDFC

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bell Investment Advisors's WDFC Position: Q1 2026 in Review

Bell Investment Advisors held its WD-40 (WDFC) position steady in Q1 2026 at 9 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Bell Investment Advisors first reported a position in WDFC in Q3 2021 and has held it in 18 quarters since. The position peaked at $7.53K in Q2 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Bell Investment Advisors held 9 shares of WD-40 worth $1.84K as of Q1 2026.
Bell Investment Advisors left its WD-40 share count unchanged in Q1 2026.
WD-40 made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1360 holding.
Bell Investment Advisors first reported a position in WD-40 in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's WD-40 position peaked at $7.53K in Q2 2025.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.