HB Wealth Management
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HB Wealth Management’s WD-40 WDFC Stock Holding History

HB 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 		$265K Buy
1,086
+46
+4% +$9.8K ﹤0.01% 1435
2026
Q1 		$212K Buy
+1,040
New +$232K ﹤0.01% 1405
2025
Q3 		– Sell
-915
Closed -$209K – 1375
2025
Q2 		$209K Buy
+915
New +$215K ﹤0.01% 1086

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 $3.38T AUM 44.17% 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

HB Wealth Management's WDFC Position: Q2 2026 in Review

HB Wealth Management increased its WD-40 (WDFC) stake by 4.4% in Q2 2026, buying an estimated $9.8K and bringing the position to 1,086 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

HB Wealth Management first reported a position in WDFC in Q2 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • HB Wealth Management held 1,086 shares of WD-40 worth $265K as of Q2 2026.
  • HB Wealth Management bought 46 WD-40 shares in Q2 2026, an estimated $9.8K.
  • WD-40 made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1435 holding.
  • HB Wealth Management first reported a position in WD-40 in Q2 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.