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LGT Financial Advisors’s WD-40 WDFC Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-38
Closed -$9.22K – 724
2024
Q4 		$9.22K Hold
38
– – 0.02% 449
2024
Q3 		$9.8K Hold
38
– – 0.02% 422
2024
Q2 		$8.35K Hold
38
– – 0.02% 510
2024
Q1 		$9.63K Hold
38
– – 0.01% 504
2023
Q4 		$9.09K Hold
38
– – 0.01% 503
2023
Q3 		$7.72K Buy
+38
New +$8.13K 0.01% 529

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LGT Financial Advisors's WDFC Position: Q1 2025 in Review

LGT Financial Advisors sold out of WD-40 (WDFC) in Q1 2025, closing a stake of 38 shares — an estimated $9.22K sold.

LGT Financial Advisors first reported a position in WDFC in Q3 2023 and held it in 6 quarters. The position peaked at $9.8K in Q3 2024. 378 funds tracked by Wall St. Rank hold WDFC as of Q1 2025.

  • LGT Financial Advisors reported no remaining WD-40 position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 38 WD-40 shares in Q1 2025, an estimated $9.22K.
  • LGT Financial Advisors first reported a position in WD-40 in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's WD-40 position peaked at $9.8K in Q3 2024.
  • 378 funds tracked by Wall St. Rank held WD-40 as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.