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

Howard 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
Q3 		$232K Hold
1,150
– – 0.08% 140
2026
Q2 		$280K Hold
1,150
– – 0.1% 122
2026
Q1 		$235K Sell
1,150
-75
-6% -$16.7K 0.1% 129
2025
Q4 		$241K Hold
1,225
– – 0.11% 119
2025
Q3 		$242K Hold
1,225
– – 0.11% 114
2025
Q2 		$279K Sell
1,225
-25
-2% -$5.88K 0.14% 99
2025
Q1 		$305K Hold
1,250
– – 0.17% 90
2024
Q4 		$303K Hold
1,250
– – 0.16% 90
2024
Q3 		$322K Hold
1,250
– – 0.19% 92
2024
Q2 		$275K Sell
1,250
-25
-2% -$5.78K 0.22% 82
2024
Q1 		$323K Hold
1,275
– – 0.26% 71
2023
Q4 		$305K Hold
1,275
– – 0.25% 75
2023
Q3 		$259K Hold
1,275
– – 0.24% 80
2023
Q2 		$241K Sell
1,275
-75
-6% -$14.2K 0.21% 88
2023
Q1 		$240K Hold
1,350
– – 0.2% 93
2022
Q4 		$218K Sell
1,350
-50
-4% -$8.34K 0.18% 103
2022
Q3 		$246K Buy
+1,400
New +$261K 0.17% 101
2022
Q2 		– Sell
-1,400
Closed -$256K – 134
2022
Q1 		$256K Hold
1,400
– – 0.14% 110
2021
Q4 		$342K Hold
1,400
– – 0.18% 95
2021
Q3 		$324K Hold
1,400
– – 0.18% 96
2021
Q2 		$358K Hold
1,400
– – 0.2% 94
2021
Q1 		$428K Hold
1,400
– – 0.25% 86
2020
Q4 		$371K Hold
1,400
– – 0.23% 87
2020
Q3 		$265K Hold
1,400
– – 0.19% 102
2020
Q2 		$277K Sell
1,400
-240
-15% -$43.5K 0.23% 91
2020
Q1 		$329K Hold
1,640
– – 0.35% 73
2019
Q4 		$318K Buy
+1,640
New +$309K 0.27% 82

Other funds holding WDFC

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Westhampton Capital
Westhampton Capital Winston-Salem, North Carolina $226M AUM 27.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Malaga Cove Capital
Malaga Cove Capital Pv Estates, California $311M AUM 30.69% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Howard Wealth Management's WDFC Position: Q3 2026 in Review

Howard Wealth Management held its WD-40 (WDFC) position steady in Q3 2026 at 1,150 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #140.

Howard Wealth Management first reported a position in WDFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $428K in Q1 2021. 86 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Howard Wealth Management held 1,150 shares of WD-40 worth $232K as of Q3 2026.
  • Howard Wealth Management left its WD-40 share count unchanged in Q3 2026.
  • WD-40 made up 0.08% of Howard Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Howard Wealth Management first reported a position in WD-40 in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's WD-40 position peaked at $428K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.