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 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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Howard Wealth Management held its WD-40 (WDFC) position steady in Q2 2026 at 1,150 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #122.

Howard Wealth Management first reported a position in WDFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $428K in Q1 2021. 85 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Howard Wealth Management held 1,150 shares of WD-40 worth $280K as of Q2 2026.
Howard Wealth Management left its WD-40 share count unchanged in Q2 2026.
WD-40 made up 0.1% of Howard Wealth Management's portfolio in Q2 2026, its #122 holding.
Howard Wealth Management first reported a position in WD-40 in Q4 2019 and has held it in 26 quarters since.
Howard Wealth Management's WD-40 position peaked at $428K in Q1 2021.
85 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.