Clearstead Advisors’s WD-40 WDFC Stock Holding History

Clearstead Advisors’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	-1	Closed	-$197	–	2849
2025 Q4	$197	Sell	1 -27	-96%	-$5.32K	﹤0.01%	2424
2025 Q3	$5.53K	Sell	28 -32	-53%	-$6.93K	﹤0.01%	2117
2025 Q2	$13.7K	Hold	60	–	–	﹤0.01%	1775
2025 Q1	$14.6K	Hold	60	–	–	﹤0.01%	1504
2024 Q4	$14.6K	Hold	60	–	–	﹤0.01%	1479
2024 Q3	$15.5K	Hold	60	–	–	﹤0.01%	1492
2024 Q2	$13.2K	Buy	+60	New	+$13.9K	﹤0.01%	1484
2023 Q4	–	Sell	-2,729	Closed	-$555K	–	1650
2023 Q3	$555K	Buy	+2,729	New	+$584K	0.02%	390
2022 Q3	–	Sell	-4,080	Closed	-$821K	–	1375
2022 Q2	$821K	Buy	4,080 +10	+0.2%	+$1.87K	0.06%	190
2022 Q1	$746K	Buy	4,070 +22	+0.5%	+$4.7K	0.05%	217
2021 Q4	$990K	Buy	4,048 +13	+0.3%	+$3.03K	0.07%	183
2021 Q3	$934K	Buy	4,035 +3	+0.1%	+$720	0.07%	183
2021 Q2	$1.03M	Buy	4,032 +20	+0.5%	+$5.11K	0.08%	163
2021 Q1	$1.23M	Buy	4,012 +9	+0.2%	+$2.73K	0.1%	145
2020 Q4	$1.06M	Buy	+4,003	New	+$969K	0.1%	145

Other funds holding WDFC

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearstead Advisors's WDFC Position: Q1 2026 in Review

Clearstead Advisors sold out of WD-40 (WDFC) in Q1 2026, closing a stake of 1 share — an estimated $197 sold.

Clearstead Advisors first reported a position in WDFC in Q4 2020 and held it in 15 quarters. The position peaked at $1.23M in Q1 2021. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Clearstead Advisors reported no remaining WD-40 position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 1 WD-40 share in Q1 2026, an estimated $197.
Clearstead Advisors first reported a position in WD-40 in Q4 2020 and held it in 15 quarters.
Clearstead Advisors's WD-40 position peaked at $1.23M in Q1 2021.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.