PWPS
WDFC icon

Pinnacle Wealth Planning Services’s WD-40 WDFC Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$60K Buy
294
+91
+45% +$20.3K 0.01% 1096
2025
Q4 		$40K Buy
+203
New +$40K ﹤0.01% 1359
2021
Q1 		– Sell
-94
Closed -$25K – 1933
2020
Q4 		$25K Buy
+94
New +$22.8K 0.01% 1078

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's WDFC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its WD-40 (WDFC) stake by 45% in Q1 2026, buying an estimated $20.3K and bringing the position to 294 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #1096.

Pinnacle Wealth Planning Services first reported a position in WDFC in Q4 2020 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 294 shares of WD-40 worth $60K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 91 WD-40 shares in Q1 2026, an estimated $20.3K.
  • WD-40 made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1096 holding.
  • Pinnacle Wealth Planning Services first reported a position in WD-40 in Q4 2020 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.