MAI Capital Management’s WD-40 WDFC Stock Holding History

MAI Capital 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 Q1	$40.2K	Buy	197 +105	+114%	+$23.4K	﹤0.01%	2380
2025 Q4	$18.1K	Buy	92 +17	+23%	+$3.35K	﹤0.01%	2565
2025 Q3	$14.8K	Sell	75 -26	-26%	-$5.63K	﹤0.01%	2552
2025 Q2	$23K	Buy	+101	New	+$23.8K	﹤0.01%	2282
2025 Q1	–	Sell	-3	Closed	-$739	–	3592
2024 Q4	$739	Buy	+3	New	+$799	﹤0.01%	3249
2024 Q2	–	Sell	-887	Closed	-$225K	–	1297
2024 Q1	$225K	Buy	+887	New	+$229K	﹤0.01%	1088

Other funds holding WDFC

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MAI Capital Management's WDFC Position: Q1 2026 in Review

MAI Capital Management increased its WD-40 (WDFC) stake by 114% in Q1 2026, buying an estimated $23.4K and bringing the position to 197 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

MAI Capital Management first reported a position in WDFC in Q1 2024 and has held it in 6 quarters since. The position peaked at $225K in Q1 2024. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

MAI Capital Management held 197 shares of WD-40 worth $40.2K as of Q1 2026.
MAI Capital Management bought 105 WD-40 shares in Q1 2026, an estimated $23.4K.
WD-40 made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2380 holding.
MAI Capital Management first reported a position in WD-40 in Q1 2024 and has held it in 6 quarters since.
MAI Capital Management's WD-40 position peaked at $225K in Q1 2024.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.