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Harbor Investment Advisory’s WD-40 WDFC Stock Holding History

Harbor Investment Advisory’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 		$48.7K Hold
200
– – ﹤0.01% 766
2026
Q1 		$40.8K Hold
200
– – ﹤0.01% 659
2025
Q4 		$39.4K Hold
200
– – ﹤0.01% 701
2025
Q3 		$39.5K Sell
200
-213
-52% -$46.1K ﹤0.01% 680
2025
Q2 		$94.2K Hold
413
– – 0.01% 502
2025
Q1 		$101K Hold
413
– – 0.01% 475
2024
Q4 		$100K Hold
413
– – 0.01% 456
2024
Q3 		$107K Hold
413
– – 0.01% 445
2024
Q2 		$90.7K Hold
413
– – 0.01% 460
2024
Q1 		$105K Sell
413
-72
-15% -$18.6K 0.01% 439
2023
Q4 		$116K Sell
485
-166
-25% -$37.1K 0.01% 394
2023
Q3 		$132K Hold
651
– – 0.02% 364
2023
Q2 		$123K Hold
651
– – 0.02% 446
2023
Q1 		$116K Hold
651
– – 0.02% 458
2022
Q4 		$105K Buy
651
+88
+16% +$14.7K 0.02% 481
2022
Q3 		$99K Buy
563
+39
+7% +$7.28K 0.02% 473
2022
Q2 		$106K Hold
524
– – 0.02% 490
2022
Q1 		$96K Hold
524
– – 0.01% 543
2021
Q4 		$128K Sell
524
-3
-0.6% -$698 0.02% 472
2021
Q3 		$122K Buy
527
+227
+76% +$54.5K 0.02% 479
2021
Q2 		$77K Buy
300
+100
+50% +$25.6K 0.01% 578
2021
Q1 		$61K Buy
200
+50
+33% +$15.2K 0.01% 626
2020
Q4 		$40K Hold
150
– – 0.01% 686
2020
Q3 		$28K Hold
150
– – 0.01% 660
2020
Q2 		$30K Hold
150
– – 0.01% 542
2020
Q1 		$30K Hold
150
– – 0.01% 498
2019
Q4 		$29K Buy
+150
New +$28.3K 0.01% 495

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Harbor Investment Advisory's WDFC Position: Q2 2026 in Review

Harbor Investment Advisory held its WD-40 (WDFC) position steady in Q2 2026 at 200 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Harbor Investment Advisory first reported a position in WDFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $132K in Q3 2023. 173 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Harbor Investment Advisory held 200 shares of WD-40 worth $48.7K as of Q2 2026.
  • Harbor Investment Advisory left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #766 holding.
  • Harbor Investment Advisory first reported a position in WD-40 in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's WD-40 position peaked at $132K in Q3 2023.
  • 173 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.