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

Perigon 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
2025
Q1 		– Sell
-1,083
Closed -$251K – 1104
2024
Q4 		$251K Buy
+1,083
New +$288K 0.01% 887

Other funds holding WDFC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perigon Wealth Management's WDFC Position: Q1 2025 in Review

Perigon Wealth Management sold out of WD-40 (WDFC) in Q1 2025, closing a stake of 1,083 shares — an estimated $251K sold.

Perigon Wealth Management first reported a position in WDFC in Q4 2024 and held it in 1 quarter. The position peaked at $251K in Q4 2024. 378 funds tracked by Wall St. Rank hold WDFC as of Q1 2025.

  • Perigon Wealth Management reported no remaining WD-40 position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 1,083 WD-40 shares in Q1 2025, an estimated $251K.
  • Perigon Wealth Management first reported a position in WD-40 in Q4 2024 and held it in 1 quarter.
  • Perigon Wealth Management's WD-40 position peaked at $251K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held WD-40 as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.