Crewe Advisors’s WD-40 WDFC Stock Holding History

Crewe 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	-5	Closed	-$985	–	1165
2025 Q4	$985	Hold	5	–	–	﹤0.01%	990
2025 Q3	$988	Buy	+5	New	+$1.08K	﹤0.01%	917
2021 Q3	–	Sell	-9	Closed	-$2K	–	469
2021 Q2	$2K	Sell	9 -19	-68%	-$4.86K	﹤0.01%	418
2021 Q1	$9K	Hold	28	–	–	﹤0.01%	308
2020 Q4	$7K	Hold	28	–	–	﹤0.01%	316
2020 Q3	$5K	Buy	+28	New	+$5.5K	﹤0.01%	375

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

Crewe Advisors's WDFC Position: Q1 2026 in Review

Crewe Advisors sold out of WD-40 (WDFC) in Q1 2026, closing a stake of 5 shares — an estimated $985 sold.

Crewe Advisors first reported a position in WDFC in Q3 2020 and held it in 6 quarters. The position peaked at $9K in Q1 2021. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Crewe Advisors reported no remaining WD-40 position as of Q1 2026 after selling out during the quarter.
Crewe Advisors sold 5 WD-40 shares in Q1 2026, an estimated $985.
Crewe Advisors first reported a position in WD-40 in Q3 2020 and held it in 6 quarters.
Crewe Advisors's WD-40 position peaked at $9K in Q1 2021.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.