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Corient IA’s WD-40 WDFC Stock Holding History

Corient IA’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 		$217K Hold
890
– – 0.2% 162
2026
Q1 		$182K Buy
+890
New +$199K 0.17% 216
2025
Q3 		– Sell
-1,000
Closed -$228K – 285
2025
Q2 		$228K Hold
1,000
– – 0.13% 272
2025
Q1 		$244K Buy
+1,000
New +$236K 0.17% 243

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

Corient IA's WDFC Position: Q2 2026 in Review

Corient IA held its WD-40 (WDFC) position steady in Q2 2026 at 890 shares worth $217K. The position accounts for 0.2% of the portfolio, ranked #162.

Corient IA first reported a position in WDFC in Q1 2025 and has held it in 4 quarters since. The position peaked at $244K in Q1 2025. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Corient IA held 890 shares of WD-40 worth $217K as of Q2 2026.
  • Corient IA left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up 0.2% of Corient IA's portfolio in Q2 2026, its #162 holding.
  • Corient IA first reported a position in WD-40 in Q1 2025 and has held it in 4 quarters since.
  • Corient IA's WD-40 position peaked at $244K in Q1 2025.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.