Bogart Wealth LLC
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Bogart Wealth LLC’s WD-40 WDFC Stock Holding History

Bogart Wealth LLC’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 		$3.9K Hold
16
– – ﹤0.01% 1278
2026
Q1 		$3.26K Hold
16
– – ﹤0.01% 1168
2025
Q4 		$3.15K Hold
16
– – ﹤0.01% 1095
2025
Q3 		$3.16K Hold
16
– – ﹤0.01% 1058
2025
Q2 		$3.65K Hold
16
– – ﹤0.01% 1007
2025
Q1 		$3.9K Hold
16
– – ﹤0.01% 950
2024
Q4 		$3.88K Hold
16
– – ﹤0.01% 947
2024
Q3 		$4.13K Hold
16
– – ﹤0.01% 869
2024
Q2 		$3.51K Hold
16
– – ﹤0.01% 853
2024
Q1 		$4.05K Hold
16
– – ﹤0.01% 807
2023
Q4 		$3.82K Hold
16
– – ﹤0.01% 803
2023
Q3 		$3.25K Hold
16
– – ﹤0.01% 808
2023
Q2 		$3.02K Hold
16
– – ﹤0.01% 820
2023
Q1 		$2.85K Buy
+16
New +$2.76K ﹤0.01% 840

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's WDFC Position: Q2 2026 in Review

Bogart Wealth LLC held its WD-40 (WDFC) position steady in Q2 2026 at 16 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Bogart Wealth LLC first reported a position in WDFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.13K in Q3 2024. 389 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Bogart Wealth LLC held 16 shares of WD-40 worth $3.9K as of Q2 2026.
  • Bogart Wealth LLC left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1278 holding.
  • Bogart Wealth LLC first reported a position in WD-40 in Q1 2023 and has held it in 14 quarters since.
  • Bogart Wealth LLC's WD-40 position peaked at $4.13K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.