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Marshall & Sterling Wealth Advisors’s WD-40 WDFC Stock Holding History

Marshall & Sterling Wealth 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
2026
Q2 		$49.7K Hold
204
– – 0.03% 151
2026
Q1 		$41.6K Hold
204
– – 0.03% 154
2025
Q4 		$40.1K Hold
204
– – 0.03% 153
2025
Q3 		$40.3K Hold
204
– – 0.03% 194
2025
Q2 		$46.5K Hold
204
– – 0.03% 173
2025
Q1 		$49.7K Hold
204
– – 0.03% 155
2024
Q4 		$49.5K Buy
+204
New +$54.3K 0.03% 127

Other funds holding WDFC

WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's WDFC Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its WD-40 (WDFC) position steady in Q2 2026 at 204 shares worth $49.7K. The position accounts for 0.03% of the portfolio, ranked #151.

Marshall & Sterling Wealth Advisors first reported a position in WDFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.7K in Q1 2025. 52 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 204 shares of WD-40 worth $49.7K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in WD-40 in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's WD-40 position peaked at $49.7K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.