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Boreal Capital Management’s WD-40 WDFC Stock Holding History

Boreal Capital Management’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 		$7.31K Hold
30
– – 0.01% 374
2026
Q1 		$6.12K Hold
30
– – 0.01% 384
2025
Q4 		$5.91K Hold
30
– – ﹤0.01% 413
2025
Q3 		$5.93K Buy
+30
New +$6.5K ﹤0.01% 423

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

Boreal Capital Management's WDFC Position: Q2 2026 in Review

Boreal Capital Management held its WD-40 (WDFC) position steady in Q2 2026 at 30 shares worth $7.31K. The position accounts for 0.01% of the portfolio, ranked #374.

Boreal Capital Management first reported a position in WDFC in Q3 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Boreal Capital Management held 30 shares of WD-40 worth $7.31K as of Q2 2026.
  • Boreal Capital Management left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #374 holding.
  • Boreal Capital Management first reported a position in WD-40 in Q3 2025 and has held it in 4 quarters since.
  • 386 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.