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Physician Wealth Advisors’s WD-40 WDFC Stock Holding History

Physician Wealth Advisors’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 		$15.1K Sell
62
-8
-11% -$1.71K ﹤0.01% 761
2026
Q1 		$14.3K Buy
70
+9
+15% +$2.01K ﹤0.01% 709
2025
Q4 		$12K Buy
61
+1
+2% +$197 ﹤0.01% 718
2025
Q3 		$11.9K Sell
60
-3
-5% -$650 ﹤0.01% 713
2025
Q2 		$14.4K Buy
63
+4
+7% +$941 ﹤0.01% 579
2025
Q1 		$14.4K Buy
59
+3
+5% +$709 ﹤0.01% 545
2024
Q4 		$13.6K Buy
+56
New +$14.9K ﹤0.01% 583

Other funds holding WDFC

WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Physician Wealth Advisors's WDFC Position: Q2 2026 in Review

Physician Wealth Advisors reduced its WD-40 (WDFC) stake by 11% in Q2 2026, selling an estimated $1.71K and leaving 62 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Physician Wealth Advisors first reported a position in WDFC in Q4 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Physician Wealth Advisors held 62 shares of WD-40 worth $15.1K as of Q2 2026.
  • Physician Wealth Advisors sold 8 WD-40 shares in Q2 2026, an estimated $1.71K.
  • WD-40 made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #761 holding.
  • Physician Wealth Advisors first reported a position in WD-40 in Q4 2024 and has held it in 7 quarters since.
  • 51 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.