Golden State Wealth Management’s WD-40 WDFC Stock Holding History

Golden State Wealth Management’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	$11.6K	Hold	47	–	–	﹤0.01%	1088
2026 Q1	$9.68K	Hold	47	–	–	﹤0.01%	1093
2025 Q4	$9.3K	Hold	47	–	–	﹤0.01%	1128
2025 Q3	$9.29K	Hold	47	–	–	﹤0.01%	1117
2025 Q2	$10.7K	Hold	47	–	–	﹤0.01%	1063
2025 Q1	$11.5K	Hold	47	–	–	﹤0.01%	965
2024 Q4	$11.4K	Buy	+47	New	+$12.5K	﹤0.01%	932
2022 Q1	$283K	Sell	1,547 -227	-13%	-$48.5K	0.06%	241
2021 Q4	$434K	Buy	1,774 +63	+4%	+$14.7K	0.07%	237
2021 Q3	$396K	Buy	1,711 +25	+1%	+$6K	0.09%	192
2021 Q2	$432K	Buy	+1,686	New	+$431K	0.1%	184
2019 Q4	–	Sell	-108	Closed	-$20K	–	955
2019 Q3	$20K	Buy	108 +1	+0.9%	+$180	0.01%	616
2019 Q2	$17K	Hold	107	–	–	0.01%	652
2019 Q1	$18K	Buy	+107	New	+$18.9K	0.01%	655

Other funds holding WDFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Golden State Wealth Management's WDFC Position: Q2 2026 in Review

Golden State Wealth Management held its WD-40 (WDFC) position steady in Q2 2026 at 47 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Golden State Wealth Management first reported a position in WDFC in Q1 2019 and has held it in 14 quarters since. The position peaked at $434K in Q4 2021. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Golden State Wealth Management held 47 shares of WD-40 worth $11.6K as of Q2 2026.
Golden State Wealth Management left its WD-40 share count unchanged in Q2 2026.
WD-40 made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1088 holding.
Golden State Wealth Management first reported a position in WD-40 in Q1 2019 and has held it in 14 quarters since.
Golden State Wealth Management's WD-40 position peaked at $434K in Q4 2021.
387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.