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CBIZ Investment Advisory Services’s WD-40 WDFC Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-10
Closed -$1.97K – 739
2025
Q4 		$1.97K Buy
+10
New +$1.97K ﹤0.01% 647

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

CBIZ Investment Advisory Services's WDFC Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of WD-40 (WDFC) in Q1 2026, closing a stake of 10 shares — an estimated $1.97K sold.

CBIZ Investment Advisory Services first reported a position in WDFC in Q4 2025 and held it in 1 quarter. The position peaked at $1.97K in Q4 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining WD-40 position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 10 WD-40 shares in Q1 2026, an estimated $1.97K.
  • CBIZ Investment Advisory Services first reported a position in WD-40 in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's WD-40 position peaked at $1.97K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.