Corient Private Wealth
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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
Q1 		$2.37M Sell
11,639
-8,397
-42% -$1.88M ﹤0.01% 1174
2025
Q4 		$3.94M Buy
20,036
+13,775
+220% +$2.72M ﹤0.01% 1174
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 $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 Private Wealth's WDFC Position: Q1 2026 in Review

Corient Private Wealth reduced its WD-40 (WDFC) stake by 42% in Q1 2026, selling an estimated $1.88M and leaving 11,639 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Corient Private Wealth first reported a position in WDFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.94M in Q4 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Corient Private Wealth held 11,639 shares of WD-40 worth $2.37M as of Q1 2026.
  • Corient Private Wealth sold 8,397 WD-40 shares in Q1 2026, an estimated $1.88M.
  • WD-40 made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1174 holding.
  • Corient Private Wealth first reported a position in WD-40 in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's WD-40 position peaked at $3.94M in Q4 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.