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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
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 $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

Corient IA's WDFC Position: Q1 2026 in Review

Corient IA opened a new position in WD-40 (WDFC) in Q1 2026: 890 shares worth $182K. The stake represents 0.17% of the portfolio and ranks #216 among its holdings. This is a return to the name: Corient IA previously reported a position in WDFC as recently as Q2 2025.

Corient IA first reported a position in WDFC in Q1 2025 and has held it in 3 quarters since. The position peaked at $244K in Q1 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Corient IA held 890 shares of WD-40 worth $182K as of Q1 2026.
  • WD-40 was a new Corient IA position in Q1 2026.
  • WD-40 made up 0.17% of Corient IA's portfolio in Q1 2026, its #216 holding.
  • Corient IA first reported a position in WD-40 in Q1 2025 and has held it in 3 quarters since.
  • Corient IA's WD-40 position peaked at $244K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.