Blue Trust Inc
WDFC icon

Blue Trust Inc’s WD-40 WDFC Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-110
Closed -$26.8K – 2794
2026
Q2 		$26.8K Hold
110
– – ﹤0.01% 1570
2026
Q1 		$22.4K Sell
110
-90
-45% -$20.1K ﹤0.01% 1610
2025
Q4 		$39.4K Sell
200
-48
-19% -$9.46K ﹤0.01% 1442
2025
Q3 		$49K Hold
248
– – ﹤0.01% 1423
2025
Q2 		$56.6K Sell
248
-47
-16% -$11.1K ﹤0.01% 1378
2025
Q1 		$72K Buy
295
+256
+656% +$60.5K ﹤0.01% 1145
2024
Q4 		$9.46K Sell
39
-354
-90% -$94.3K ﹤0.01% 1952
2024
Q3 		$86.3K Buy
393
+88
+29% +$22.1K ﹤0.01% 1297
2024
Q2 		$77.3K Buy
+305
New +$70.5K ﹤0.01% 1065
2024
Q1 		– Sell
-66
Closed -$13K – 2729
2023
Q4 		$13K Buy
+66
New +$14.7K ﹤0.01% 1500
2023
Q2 		– Sell
-3
Closed – – 2565
2023
Q1 		$0 Buy
+3
New +$518 ﹤0.01% 2662

Other funds holding WDFC

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc's WDFC Position: Q3 2026 in Review

Blue Trust Inc sold out of WD-40 (WDFC) in Q3 2026, closing a stake of 110 shares — an estimated $26.8K sold.

Blue Trust Inc first reported a position in WDFC in Q1 2023 and held it in 11 quarters. The position peaked at $86.3K in Q3 2024. 27 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Blue Trust Inc reported no remaining WD-40 position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 110 WD-40 shares in Q3 2026, an estimated $26.8K.
  • Blue Trust Inc first reported a position in WD-40 in Q1 2023 and held it in 11 quarters.
  • Blue Trust Inc's WD-40 position peaked at $86.3K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.