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FSC Wealth Advisors’s WD-40 WDFC Stock Holding History

FSC 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
2025
Q1 		– Sell
-8
Closed -$1.94K – 321
2024
Q4 		$1.94K Hold
8
– – ﹤0.01% 260
2024
Q3 		$2.06K Hold
8
– – ﹤0.01% 247
2024
Q2 		$1.76K Buy
+8
New +$1.85K ﹤0.01% 259

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

FSC Wealth Advisors's WDFC Position: Q1 2025 in Review

FSC Wealth Advisors sold out of WD-40 (WDFC) in Q1 2025, closing a stake of 8 shares — an estimated $1.94K sold.

FSC Wealth Advisors first reported a position in WDFC in Q2 2024 and held it in 3 quarters. The position peaked at $2.06K in Q3 2024. 378 funds tracked by Wall St. Rank hold WDFC as of Q1 2025.

  • FSC Wealth Advisors reported no remaining WD-40 position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 8 WD-40 shares in Q1 2025, an estimated $1.94K.
  • FSC Wealth Advisors first reported a position in WD-40 in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's WD-40 position peaked at $2.06K in Q3 2024.
  • 378 funds tracked by Wall St. Rank held WD-40 as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.