Forvis Mazars Wealth Advisors
WDFC icon

Forvis Mazars Wealth Advisors’s WD-40 WDFC Stock Holding History

Forvis Mazars Wealth 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
2026
Q3 		– Sell
-1,182
Closed -$288K – 440
2026
Q2 		$288K Hold
1,182
– – ﹤0.01% 380
2026
Q1 		$241K Hold
1,182
– – ﹤0.01% 381
2025
Q4 		$233K Hold
1,182
– – ﹤0.01% 384
2025
Q3 		$234K Hold
1,182
– – ﹤0.01% 383
2025
Q2 		$270K Buy
+1,182
New +$278K 0.01% 359

Other funds holding WDFC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Silvia McColl Wealth Management
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors's WDFC Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors sold out of WD-40 (WDFC) in Q3 2026, closing a stake of 1,182 shares — an estimated $288K sold.

Forvis Mazars Wealth Advisors first reported a position in WDFC in Q2 2025 and held it in 5 quarters. The position peaked at $288K in Q2 2026. 49 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Forvis Mazars Wealth Advisors reported no remaining WD-40 position as of Q3 2026 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,182 WD-40 shares in Q3 2026, an estimated $288K.
  • Forvis Mazars Wealth Advisors first reported a position in WD-40 in Q2 2025 and held it in 5 quarters.
  • Forvis Mazars Wealth Advisors's WD-40 position peaked at $288K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.