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
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 $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

Focus Partners Wealth's WDFC Position: Q1 2026 in Review

Focus Partners Wealth increased its WD-40 (WDFC) stake by 30% in Q1 2026, buying an estimated $67.4K and bringing the position to 1,319 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Focus Partners Wealth first reported a position in WDFC in Q4 2025 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Focus Partners Wealth held 1,319 shares of WD-40 worth $269K as of Q1 2026.
  • Focus Partners Wealth bought 302 WD-40 shares in Q1 2026, an estimated $67.4K.
  • WD-40 made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2257 holding.
  • Focus Partners Wealth first reported a position in WD-40 in Q4 2025 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.