FFA
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Fairfield Financial Advisors’s WD-40 WDFC Stock Holding History

Fairfield Financial 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
2025
Q1 		– Sell
-80
Closed -$19.4K – 205
2024
Q4 		$19.4K Hold
80
– – 0.01% 172
2024
Q3 		$20.6K Hold
80
– – 0.01% 188
2024
Q2 		$17.6K Buy
+80
New +$18.5K 0.01% 184
2023
Q4 		$19.1K Hold
80
– – 0.01% 204
2023
Q3 		$16.3K Sell
80
-29
-27% -$6.2K 0.01% 197
2023
Q2 		$20.5K Hold
109
– – 0.01% 187
2023
Q1 		$19K Buy
109
+1
+0.9% +$173 0.01% 193
2022
Q4 		$17.5K Hold
108
– – 0.01% 177
2022
Q3 		$19K Hold
108
– – 0.01% 178
2022
Q2 		$21.8K Hold
108
– – 0.01% 156
2022
Q1 		$19.8K Buy
+108
New +$23.1K 0.01% 177

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fairfield Financial Advisors's WDFC Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of WD-40 (WDFC) in Q1 2025, closing a stake of 80 shares — an estimated $19.4K sold.

Fairfield Financial Advisors first reported a position in WDFC in Q1 2022 and held it in 11 quarters. The position peaked at $21.8K in Q2 2022. 378 funds tracked by Wall St. Rank hold WDFC as of Q1 2025.

  • Fairfield Financial Advisors reported no remaining WD-40 position as of Q1 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 80 WD-40 shares in Q1 2025, an estimated $19.4K.
  • Fairfield Financial Advisors first reported a position in WD-40 in Q1 2022 and held it in 11 quarters.
  • Fairfield Financial Advisors's WD-40 position peaked at $21.8K in Q2 2022.
  • 378 funds tracked by Wall St. Rank held WD-40 as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.