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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HB Wealth Management's WDFC Position: Q1 2026 in Review

HB Wealth Management opened a new position in WD-40 (WDFC) in Q1 2026: 1,040 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1405 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in WDFC as recently as Q2 2025.

HB Wealth Management first reported a position in WDFC in Q2 2025 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • HB Wealth Management held 1,040 shares of WD-40 worth $212K as of Q1 2026.
  • WD-40 was a new HB Wealth Management position in Q1 2026.
  • WD-40 made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1405 holding.
  • HB Wealth Management first reported a position in WD-40 in Q2 2025 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.