Matthew Hamilton Rosenberg’s WD-40 WDFC Stock Holding History

Matthew Hamilton Rosenberg’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	$75.3K	Hold	369	–	–	0.02%	370
2025 Q4	$72.7K	Hold	369	–	–	0.02%	371
2025 Q3	$72.9K	Hold	369	–	–	0.02%	376
2025 Q2	$84.2K	Hold	369	–	–	0.02%	365
2025 Q1	$90K	Hold	369	–	–	0.02%	336
2024 Q4	$89.5K	Hold	369	–	–	0.02%	328
2024 Q3	$95.2K	Hold	369	–	–	0.02%	330
2024 Q2	$79.9K	Hold	369	–	–	0.02%	341
2024 Q1	$91.8K	Sell	369 -1	-0.3%	-$259	0.03%	326
2023 Q4	$88.4K	Hold	370	–	–	0.03%	331
2023 Q3	$75.1K	Hold	370	–	–	0.03%	343
2023 Q2	$69.7K	Hold	370	–	–	0.02%	374
2023 Q1	$65.8K	Hold	370	–	–	0.02%	400
2022 Q4	$59.6K	Hold	370	–	–	0.02%	419
2022 Q3	$65K	Hold	370	–	–	0.03%	371
2022 Q2	$74K	Buy	370 +1	+0.3%	+$187	0.03%	367
2022 Q1	$68K	Sell	369 -1	-0.3%	-$214	0.02%	388
2021 Q4	$90K	Hold	370	–	–	0.03%	322
2021 Q3	$86K	Hold	370	–	–	0.03%	308
2021 Q2	$95K	Sell	370 -62	-14%	-$15.8K	0.05%	259
2021 Q1	$132K	Hold	432	–	–	0.08%	199
2020 Q4	$115K	Buy	+432	New	+$105K	0.07%	211

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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