HIW
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Holos Integrated Wealth’s WD-40 WDFC Stock Holding History

Holos Integrated Wealth’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 		$3K Hold
12
– – ﹤0.01% 324
2026
Q1 		$2.55K Hold
12
– – ﹤0.01% 334
2025
Q4 		$2.36K Hold
12
– – ﹤0.01% 269
2025
Q3 		$2.31K Hold
12
– – ﹤0.01% 265
2025
Q2 		$2.63K Hold
12
– – ﹤0.01% 261
2025
Q1 		$2.93K Hold
12
– – ﹤0.01% 263
2024
Q4 		$2.91K Buy
+12
New +$3.2K ﹤0.01% 263

Other funds holding WDFC

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Holos Integrated Wealth's WDFC Position: Q2 2026 in Review

Holos Integrated Wealth held its WD-40 (WDFC) position steady in Q2 2026 at 12 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Holos Integrated Wealth first reported a position in WDFC in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Holos Integrated Wealth held 12 shares of WD-40 worth $3K as of Q2 2026.
  • Holos Integrated Wealth left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #324 holding.
  • Holos Integrated Wealth first reported a position in WD-40 in Q4 2024 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.