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Godfrey Financial Associates’s WD-40 WDFC Stock Holding History

Godfrey Financial Associates’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 		$1.22K Hold
5
– – ﹤0.01% 760
2026
Q1 		$1.02K Hold
5
– – ﹤0.01% 770
2025
Q4 		$985 Buy
+5
New +$986 ﹤0.01% 753

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

Godfrey Financial Associates's WDFC Position: Q2 2026 in Review

Godfrey Financial Associates held its WD-40 (WDFC) position steady in Q2 2026 at 5 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Godfrey Financial Associates first reported a position in WDFC in Q4 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Godfrey Financial Associates held 5 shares of WD-40 worth $1.22K as of Q2 2026.
  • Godfrey Financial Associates left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #760 holding.
  • Godfrey Financial Associates first reported a position in WD-40 in Q4 2025 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.