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Evelyn Partners Investment Management’s WD-40 WDFC Stock Holding History

Evelyn Partners Investment Management’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 		$116K Hold
570
– – ﹤0.01% 235
2025
Q4 		$112K Hold
570
– – ﹤0.01% 234
2025
Q3 		$113K Hold
570
– – ﹤0.01% 230
2025
Q2 		$130K Hold
570
– – ﹤0.01% 220
2025
Q1 		$139K Hold
570
– – ﹤0.01% 217
2024
Q4 		$138K Buy
+570
New +$152K ﹤0.01% 216

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VPM
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Kayne Anderson Rudnick Investment Management
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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

Evelyn Partners Investment Management's WDFC Position: Q1 2026 in Review

Evelyn Partners Investment Management held its WD-40 (WDFC) position steady in Q1 2026 at 570 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Evelyn Partners Investment Management first reported a position in WDFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $139K in Q1 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Evelyn Partners Investment Management held 570 shares of WD-40 worth $116K as of Q1 2026.
  • Evelyn Partners Investment Management left its WD-40 share count unchanged in Q1 2026.
  • WD-40 made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #235 holding.
  • Evelyn Partners Investment Management first reported a position in WD-40 in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's WD-40 position peaked at $139K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.