Private Wealth Asset Management
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Private Wealth Asset Management’s WD-40 WDFC Stock Holding History

Private Wealth Asset 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
2026
Q3 		– Sell
-53
Closed -$12.9K – 1120
2026
Q2 		$12.9K Hold
53
– – ﹤0.01% 672
2026
Q1 		$10.8K Hold
53
– – ﹤0.01% 684
2025
Q4 		$10.4K Hold
53
– – ﹤0.01% 661
2025
Q3 		$10.5K Hold
53
– – ﹤0.01% 639
2025
Q2 		$12.1K Hold
53
– – ﹤0.01% 628
2025
Q1 		$12.9K Buy
+53
New +$12.5K ﹤0.01% 582

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Vanguard Capital Management
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Private Wealth Asset Management's WDFC Position: Q3 2026 in Review

Private Wealth Asset Management sold out of WD-40 (WDFC) in Q3 2026, closing a stake of 53 shares — an estimated $12.9K sold.

Private Wealth Asset Management first reported a position in WDFC in Q1 2025 and held it in 6 quarters. The position peaked at $12.9K in Q1 2025. 290 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Private Wealth Asset Management reported no remaining WD-40 position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 53 WD-40 shares in Q3 2026, an estimated $12.9K.
  • Private Wealth Asset Management first reported a position in WD-40 in Q1 2025 and held it in 6 quarters.
  • Private Wealth Asset Management's WD-40 position peaked at $12.9K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.