Corient Private Wealth
WDFC icon

Corient Private Wealth’s WD-40 WDFC Stock Holding History

Corient Private Wealth’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 		$3.01M Buy
12,358
+719
+6% +$154K ﹤0.01% 1126
2026
Q1 		$2.37M Buy
11,639
+2,121
+22% +$474K ﹤0.01% 1174
2025
Q4 		$1.87M Buy
9,518
+3,257
+52% +$642K ﹤0.01% 1188
2025
Q3 		$1.24M Sell
6,261
-3,298
-35% -$715K ﹤0.01% 1323
2025
Q2 		$2.18M Sell
9,559
-279
-3% -$65.7K ﹤0.01% 1006
2025
Q1 		$2.4M Sell
9,838
-935
-9% -$221K ﹤0.01% 911
2024
Q4 		$2.61M Sell
10,773
-14
-0.1% -$3.73K ﹤0.01% 901
2024
Q3 		$2.78M Sell
10,787
-60
-0.6% -$15.1K ﹤0.01% 952
2024
Q2 		$2.38M Sell
10,847
-43
-0.4% -$9.94K ﹤0.01% 954
2024
Q1 		$2.76M Sell
10,890
-33
-0.3% -$8.54K ﹤0.01% 884
2023
Q4 		$2.61M Sell
10,923
-2,544
-19% -$568K ﹤0.01% 896
2023
Q3 		$2.74M Buy
13,467
+484
+4% +$104K 0.01% 806
2023
Q2 		$2.45M Buy
12,983
+7,292
+128% +$1.38M 0.01% 838
2023
Q1 		$1.01M Buy
5,691
+543
+11% +$93.7K ﹤0.01% 1082
2022
Q4 		$830K Buy
+5,148
New +$859K ﹤0.01% 969

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 Private Wealth's WDFC Position: Q2 2026 in Review

Corient Private Wealth increased its WD-40 (WDFC) stake by 6.2% in Q2 2026, buying an estimated $154K and bringing the position to 12,358 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Corient Private Wealth first reported a position in WDFC in Q4 2022 and has held it in 15 quarters since. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Corient Private Wealth held 12,358 shares of WD-40 worth $3.01M as of Q2 2026.
  • Corient Private Wealth bought 719 WD-40 shares in Q2 2026, an estimated $154K.
  • WD-40 made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1126 holding.
  • Corient Private Wealth first reported a position in WD-40 in Q4 2022 and has held it in 15 quarters since.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

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