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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Golden State Wealth Management's WDFC Position: Q1 2026 in Review

Golden State Wealth Management held its WD-40 (WDFC) position steady in Q1 2026 at 47 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Golden State Wealth Management first reported a position in WDFC in Q1 2019 and has held it in 13 quarters since. The position peaked at $434K in Q4 2021. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Golden State Wealth Management held 47 shares of WD-40 worth $9.68K as of Q1 2026.
Golden State Wealth Management left its WD-40 share count unchanged in Q1 2026.
WD-40 made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1093 holding.
Golden State Wealth Management first reported a position in WD-40 in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's WD-40 position peaked at $434K in Q4 2021.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.