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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
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

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 $3.37T AUM 44.26% 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

Forvis Mazars Wealth Advisors's WDFC Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its WD-40 (WDFC) position steady in Q2 2026 at 1,182 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Forvis Mazars Wealth Advisors first reported a position in WDFC in Q2 2025 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 1,182 shares of WD-40 worth $288K as of Q2 2026.
  • Forvis Mazars Wealth Advisors left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #380 holding.
  • Forvis Mazars Wealth Advisors first reported a position in WD-40 in Q2 2025 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.