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Palatine Hill Wealth Management’s WD-40 WDFC Stock Holding History

Palatine Hill 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 		$682K Hold
2,800
– – 0.55% 25
2026
Q1 		$571K Hold
2,800
– – 0.5% 25
2025
Q4 		$551K Buy
+2,800
New +$552K 0.44% 25

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

Palatine Hill Wealth Management's WDFC Position: Q2 2026 in Review

Palatine Hill Wealth Management held its WD-40 (WDFC) position steady in Q2 2026 at 2,800 shares worth $682K. The position accounts for 0.55% of the portfolio, ranked #25.

Palatine Hill Wealth Management first reported a position in WDFC in Q4 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Palatine Hill Wealth Management held 2,800 shares of WD-40 worth $682K as of Q2 2026.
  • Palatine Hill Wealth Management left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up 0.55% of Palatine Hill Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Palatine Hill Wealth Management first reported a position in WD-40 in Q4 2025 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Palatine Hill Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.