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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
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

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VPM
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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

Boreal Capital Management's WDFC Position: Q1 2026 in Review

Boreal Capital Management held its WD-40 (WDFC) position steady in Q1 2026 at 30 shares worth $6.12K. The position accounts for 0.01% of the portfolio, ranked #384.

Boreal Capital Management first reported a position in WDFC in Q3 2025 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Boreal Capital Management held 30 shares of WD-40 worth $6.12K as of Q1 2026.
  • Boreal Capital Management left its WD-40 share count unchanged in Q1 2026.
  • WD-40 made up 0.01% of Boreal Capital Management's portfolio in Q1 2026, its #384 holding.
  • Boreal Capital Management first reported a position in WD-40 in Q3 2025 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.