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

DiNuzzo 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 		– Sell
-3
Closed -$591 – 1384
2025
Q4 		$591 Buy
3
+1
+50% +$197 ﹤0.01% 1032
2025
Q3 		$433 Buy
2
+1
+100% +$217 ﹤0.01% 1122
2025
Q2 		$229 Buy
+1
New +$235 ﹤0.01% 1225
2025
Q1 		– Sell
-2
Closed -$486 – 1425
2024
Q4 		$486 Buy
2
+1
+100% +$266 ﹤0.01% 1091
2024
Q3 		$258 Buy
+1
New +$251 ﹤0.01% 1269
2024
Q2 		– Sell
-2
Closed -$507 – 1432
2024
Q1 		$507 Buy
+2
New +$517 ﹤0.01% 973

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

DiNuzzo Private Wealth's WDFC Position: Q1 2026 in Review

DiNuzzo Private Wealth sold out of WD-40 (WDFC) in Q1 2026, closing a stake of 3 shares — an estimated $591 sold.

DiNuzzo Private Wealth first reported a position in WDFC in Q1 2024 and held it in 6 quarters. The position peaked at $591 in Q4 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • DiNuzzo Private Wealth reported no remaining WD-40 position as of Q1 2026 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 3 WD-40 shares in Q1 2026, an estimated $591.
  • DiNuzzo Private Wealth first reported a position in WD-40 in Q1 2024 and held it in 6 quarters.
  • DiNuzzo Private Wealth's WD-40 position peaked at $591 in Q4 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.