Nalls Sherbakoff Group’s WD-40 WDFC Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$3.47K	Sell	18 -163	-90%	-$32.1K	﹤0.01%	387
2025 Q3	$35.7K	Buy	181 +1	+0.6%	+$217	0.02%	235
2025 Q2	$41K	Buy	180 +1	+0.6%	+$235	0.03%	219
2025 Q1	$43.7K	Buy	+179	New	+$42.3K	0.04%	197
2023 Q4	$42K	Buy	176 +1	+0.6%	+$223	0.04%	180
2023 Q3	$35.6K	Buy	175 +1	+0.6%	+$214	0.03%	180
2023 Q2	$33.1K	Hold	174	–	–	0.03%	192
2023 Q1	$30.5K	Buy	+174	New	+$30K	0.03%	202
2018 Q4	$30K	Buy	+164	New	+$27.8K	0.05%	187

Other funds holding WDFC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nalls Sherbakoff Group's WDFC Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its WD-40 (WDFC) stake by 90% in Q4 2025, selling an estimated $32.1K and leaving 18 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Nalls Sherbakoff Group first reported a position in WDFC in Q4 2018 and has held it in 9 quarters since. The position peaked at $43.7K in Q1 2025. 382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

Nalls Sherbakoff Group held 18 shares of WD-40 worth $3.47K as of Q4 2025.
Nalls Sherbakoff Group sold 163 WD-40 shares in Q4 2025, an estimated $32.1K.
WD-40 made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #387 holding.
Nalls Sherbakoff Group first reported a position in WD-40 in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's WD-40 position peaked at $43.7K in Q1 2025.
382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.