Focus Partners Wealth
WDFC icon

Focus Partners Wealth’s WD-40 WDFC Stock Holding History

Focus Partners 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
Q2 		$326K Buy
1,337
+18
+1% +$3.85K ﹤0.01% 2222
2026
Q1 		$269K Buy
1,319
+302
+30% +$67.4K ﹤0.01% 2257
2025
Q4 		$200K Buy
+1,017
New +$200K ﹤0.01% 2450

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth's WDFC Position: Q2 2026 in Review

Focus Partners Wealth increased its WD-40 (WDFC) stake by 1.4% in Q2 2026, buying an estimated $3.85K and bringing the position to 1,337 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Focus Partners Wealth first reported a position in WDFC in Q4 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Focus Partners Wealth held 1,337 shares of WD-40 worth $326K as of Q2 2026.
  • Focus Partners Wealth bought 18 WD-40 shares in Q2 2026, an estimated $3.85K.
  • WD-40 made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2222 holding.
  • Focus Partners Wealth first reported a position in WD-40 in Q4 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.