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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
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

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

Private Wealth Asset Management's WDFC Position: Q1 2026 in Review

Private Wealth Asset Management held its WD-40 (WDFC) position steady in Q1 2026 at 53 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Private Wealth Asset Management first reported a position in WDFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.9K in Q1 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Private Wealth Asset Management held 53 shares of WD-40 worth $10.8K as of Q1 2026.
  • Private Wealth Asset Management left its WD-40 share count unchanged in Q1 2026.
  • WD-40 made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #684 holding.
  • Private Wealth Asset Management first reported a position in WD-40 in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's WD-40 position peaked at $12.9K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.