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 Q2	$89.9K	Hold	369	–	–	0.02%	359
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Matthew Hamilton Rosenberg's WDFC Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its WD-40 (WDFC) position steady in Q2 2026 at 369 shares worth $89.9K. The position accounts for 0.02% of the portfolio, ranked #359.

Matthew Hamilton Rosenberg first reported a position in WDFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $132K in Q1 2021. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Matthew Hamilton Rosenberg held 369 shares of WD-40 worth $89.9K as of Q2 2026.
Matthew Hamilton Rosenberg left its WD-40 share count unchanged in Q2 2026.
WD-40 made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #359 holding.
Matthew Hamilton Rosenberg first reported a position in WD-40 in Q4 2020 and has held it in 23 quarters since.
Matthew Hamilton Rosenberg's WD-40 position peaked at $132K in Q1 2021.
387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.