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MPWM Advisory Solutions’s WD-40 WDFC Stock Holding History

MPWM Advisory Solutions’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 		$2.68K Hold
11
– – ﹤0.01% 470
2026
Q1 		$2.24K Hold
11
– – ﹤0.01% 477
2025
Q4 		$2.17K Hold
11
– – ﹤0.01% 456
2025
Q3 		$2.17K Hold
11
– – ﹤0.01% 423
2025
Q2 		$2.51K Hold
11
– – ﹤0.01% 415
2025
Q1 		$2.68K Hold
11
– – ﹤0.01% 430
2024
Q4 		$2.67K Buy
+11
New +$2.93K ﹤0.01% 440

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

MPWM Advisory Solutions's WDFC Position: Q2 2026 in Review

MPWM Advisory Solutions held its WD-40 (WDFC) position steady in Q2 2026 at 11 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

MPWM Advisory Solutions first reported a position in WDFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.68K in Q1 2025. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • MPWM Advisory Solutions held 11 shares of WD-40 worth $2.68K as of Q2 2026.
  • MPWM Advisory Solutions left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #470 holding.
  • MPWM Advisory Solutions first reported a position in WD-40 in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's WD-40 position peaked at $2.68K in Q1 2025.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.