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 Q3	$11.9K	Sell	59 -3	-5%	-$666	﹤0.01%	848
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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Malaga Cove Capital Pv Estates, California $311M AUM 30.69% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Reik & Co New York $356M AUM 8.73% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Physician Wealth Advisors's WDFC Position: Q3 2026 in Review

Physician Wealth Advisors reduced its WD-40 (WDFC) stake by 4.8% in Q3 2026, selling an estimated $666 and leaving 59 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Physician Wealth Advisors first reported a position in WDFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.1K in Q2 2026. 76 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

Physician Wealth Advisors held 59 shares of WD-40 worth $11.9K as of Q3 2026.
Physician Wealth Advisors sold 3 WD-40 shares in Q3 2026, an estimated $666.
WD-40 made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #848 holding.
Physician Wealth Advisors first reported a position in WD-40 in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's WD-40 position peaked at $15.1K in Q2 2026.
76 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.