Prestige Wealth Management Group’s WD-40 WDFC Stock Holding History

Prestige Wealth Management Group’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	$816	Hold	4	–	–	﹤0.01%	900
2025 Q4	$788	Hold	4	–	–	﹤0.01%	903
2025 Q3	$791	Hold	4	–	–	﹤0.01%	887
2025 Q2	$913	Hold	4	–	–	﹤0.01%	862
2025 Q1	$976	Hold	4	–	–	﹤0.01%	857
2024 Q4	$971	Hold	4	–	–	﹤0.01%	886
2024 Q3	$1.03K	Hold	4	–	–	﹤0.01%	879
2024 Q2	$879	Hold	4	–	–	﹤0.01%	846
2024 Q1	$1.01K	Hold	4	–	–	﹤0.01%	866
2023 Q4	$957	Hold	4	–	–	﹤0.01%	869
2023 Q3	$813	Hold	4	–	–	﹤0.01%	905
2023 Q2	$755	Hold	4	–	–	﹤0.01%	941
2023 Q1	$713	Hold	4	–	–	﹤0.01%	933
2022 Q4	$645	Hold	4	–	–	﹤0.01%	1028
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	940
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	942
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	946
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	966
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	952
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	943
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	926
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	902
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	853
2020 Q2	$1K	Sell	4 -2	-33%	-$363	﹤0.01%	860
2020 Q1	$1K	Buy	+6	New	+$1.13K	﹤0.01%	866
2019 Q1	–	Sell	-11	Closed	-$2K	–	1139
2018 Q4	$2K	Buy	+11	New	+$1.86K	﹤0.01%	890

Other funds holding WDFC

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prestige Wealth Management Group's WDFC Position: Q1 2026 in Review

Prestige Wealth Management Group held its WD-40 (WDFC) position steady in Q1 2026 at 4 shares worth $816. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Prestige Wealth Management Group first reported a position in WDFC in Q4 2018 and has held it in 26 quarters since. The position peaked at $2K in Q4 2018. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Prestige Wealth Management Group held 4 shares of WD-40 worth $816 as of Q1 2026.
Prestige Wealth Management Group left its WD-40 share count unchanged in Q1 2026.
WD-40 made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #900 holding.
Prestige Wealth Management Group first reported a position in WD-40 in Q4 2018 and has held it in 26 quarters since.
Prestige Wealth Management Group's WD-40 position peaked at $2K in Q4 2018.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.