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Meridian Wealth Management’s WD-40 WDFC Stock Holding History

Meridian Wealth 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
Q2 		$380K Sell
1,561
-19
-1% -$4.07K 0.01% 617
2026
Q1 		$322K Hold
1,580
– – 0.01% 632
2025
Q4 		$311K Buy
1,580
+30
+2% +$5.91K 0.01% 608
2025
Q3 		$306K Hold
1,550
– – 0.01% 576
2025
Q2 		$354K Sell
1,550
-60
-4% -$14.1K 0.02% 526
2025
Q1 		$393K Buy
1,610
+60
+4% +$14.2K 0.02% 467
2024
Q4 		$376K Hold
1,550
– – 0.02% 477
2024
Q3 		$400K Buy
+1,550
New +$389K 0.02% 462
2024
Q1 		– Sell
-1,550
Closed -$371K – 573
2023
Q4 		$371K Hold
1,550
– – 0.02% 443
2023
Q3 		$315K Hold
1,550
– – 0.02% 446
2023
Q2 		$292K Hold
1,550
– – 0.02% 444
2023
Q1 		$276K Hold
1,550
– – 0.02% 445
2022
Q4 		$250K Sell
1,550
-50
-3% -$8.34K 0.02% 453
2022
Q3 		$281K Hold
1,600
– – 0.03% 379
2022
Q2 		$322K Hold
1,600
– – 0.03% 428
2022
Q1 		$293K Sell
1,600
-100
-6% -$21.4K 0.03% 318
2021
Q4 		$416K Hold
1,700
– – 0.04% 266
2021
Q3 		$394K Sell
1,700
-60
-3% -$14.4K 0.05% 259
2021
Q2 		$451K Sell
1,760
-180
-9% -$46K 0.06% 242
2021
Q1 		$594K Hold
1,940
– – 0.09% 190
2020
Q4 		$515K Buy
1,940
+30
+2% +$7.26K 0.08% 185
2020
Q3 		$361K Buy
1,910
+100
+6% +$19.6K 0.09% 167
2020
Q2 		$358K Sell
1,810
-150
-8% -$27.2K 0.12% 145
2020
Q1 		$393K Buy
+1,960
New +$369K 0.17% 130
2019
Q3 		– Sell
-460
Closed -$73.2K – 503
2019
Q2 		$73.2K Sell
460
-750
-62% -$123K 0.03% 313
2019
Q1 		$205K Sell
1,210
-250
-17% -$44K 0.09% 186
2018
Q4 		$268K Hold
1,460
– – 0.16% 127
2018
Q3 		$251K Buy
+1,460
New +$244K 0.11% 144

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meridian Wealth Management's WDFC Position: Q2 2026 in Review

Meridian Wealth Management reduced its WD-40 (WDFC) stake by 1.2% in Q2 2026, selling an estimated $4.07K and leaving 1,561 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #617.

Meridian Wealth Management first reported a position in WDFC in Q3 2018 and has held it in 28 quarters since. The position peaked at $594K in Q1 2021. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Meridian Wealth Management held 1,561 shares of WD-40 worth $380K as of Q2 2026.
  • Meridian Wealth Management sold 19 WD-40 shares in Q2 2026, an estimated $4.07K.
  • WD-40 made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #617 holding.
  • Meridian Wealth Management first reported a position in WD-40 in Q3 2018 and has held it in 28 quarters since.
  • Meridian Wealth Management's WD-40 position peaked at $594K in Q1 2021.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.