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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
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 $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

Larson Financial Group's WDFC Position: Q1 2026 in Review

Larson Financial Group increased its WD-40 (WDFC) stake by 2.8% in Q1 2026, buying an estimated $2.01K and bringing the position to 329 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Larson Financial Group first reported a position in WDFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $86.5K in Q2 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Larson Financial Group held 329 shares of WD-40 worth $67.2K as of Q1 2026.
  • Larson Financial Group bought 9 WD-40 shares in Q1 2026, an estimated $2.01K.
  • WD-40 made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1188 holding.
  • Larson Financial Group first reported a position in WD-40 in Q2 2022 and has held it in 16 quarters since.
  • Larson Financial Group's WD-40 position peaked at $86.5K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.