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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
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 		$3.83K 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 $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

Bogart Wealth LLC's WDFC Position: Q1 2026 in Review

Bogart Wealth LLC held its WD-40 (WDFC) position steady in Q1 2026 at 16 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Bogart Wealth LLC first reported a position in WDFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.13K in Q3 2024. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Bogart Wealth LLC held 16 shares of WD-40 worth $3.26K as of Q1 2026.
  • Bogart Wealth LLC left its WD-40 share count unchanged in Q1 2026.
  • WD-40 made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1168 holding.
  • Bogart Wealth LLC first reported a position in WD-40 in Q1 2023 and has held it in 13 quarters since.
  • Bogart Wealth LLC's WD-40 position peaked at $4.13K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.