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Larson Financial Group’s WD-40 WDFC Stock Holding History

Larson Financial Group’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 		$78.7K Sell
323
-6
-2% -$1.28K ﹤0.01% 1311
2026
Q1 		$67.2K Buy
329
+9
+3% +$2.01K ﹤0.01% 1188
2025
Q4 		$63K Buy
320
+3
+0.9% +$591 ﹤0.01% 1128
2025
Q3 		$62.7K Sell
317
-62
-16% -$13.4K ﹤0.01% 1068
2025
Q2 		$86.5K Buy
379
+48
+15% +$11.3K ﹤0.01% 898
2025
Q1 		$80.7K Buy
331
+14
+4% +$3.31K ﹤0.01% 856
2024
Q4 		$77K Sell
317
-9
-3% -$2.4K ﹤0.01% 781
2024
Q3 		$84.2K Buy
326
+13
+4% +$3.26K ﹤0.01% 768
2024
Q2 		$68.8K Buy
313
+3
+1% +$694 ﹤0.01% 735
2024
Q1 		$78.6K Buy
310
+1
+0.3% +$259 0.01% 593
2023
Q4 		$73.9K Buy
309
+1
+0.3% +$223 0.01% 549
2023
Q3 		$62.6K Buy
308
+1
+0.3% +$214 0.01% 550
2023
Q2 		$57.9K Buy
307
+1
+0.3% +$189 0.01% 523
2023
Q1 		$54.4K Buy
306
+2
+0.7% +$345 0.01% 536
2022
Q4 		$49K Buy
304
+1
+0.3% +$167 0.01% 519
2022
Q3 		$53K Buy
303
+2
+0.7% +$374 0.01% 462
2022
Q2 		$61K Buy
+301
New +$56.2K 0.01% 333

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 $3.37T AUM 44.26% 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

Larson Financial Group's WDFC Position: Q2 2026 in Review

Larson Financial Group reduced its WD-40 (WDFC) stake by 1.8% in Q2 2026, selling an estimated $1.28K and leaving 323 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Larson Financial Group first reported a position in WDFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $86.5K in Q2 2025. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Larson Financial Group held 323 shares of WD-40 worth $78.7K as of Q2 2026.
  • Larson Financial Group sold 6 WD-40 shares in Q2 2026, an estimated $1.28K.
  • WD-40 made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1311 holding.
  • Larson Financial Group first reported a position in WD-40 in Q2 2022 and has held it in 17 quarters since.
  • Larson Financial Group's WD-40 position peaked at $86.5K in Q2 2025.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.