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

Private 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
Q2 		$488 Hold
2
– – ﹤0.01% 1408
2026
Q1 		$408 Hold
2
– – ﹤0.01% 1383
2025
Q4 		$394 Hold
2
– – ﹤0.01% 1418
2025
Q3 		$396 Hold
2
– – ﹤0.01% 1433
2025
Q2 		$457 Hold
2
– – ﹤0.01% 1427
2025
Q1 		$488 Hold
2
– – ﹤0.01% 1407
2024
Q4 		$486 Hold
2
– – ﹤0.01% 1451
2024
Q3 		$516 Hold
2
– – ﹤0.01% 1419
2024
Q2 		$440 Sell
2
-4
-67% -$925 ﹤0.01% 1467
2024
Q1 		$1.52K Hold
6
– – ﹤0.01% 1094
2023
Q4 		$1.44K Buy
+6
New +$1.34K ﹤0.01% 1122

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Wealth Management Group's WDFC Position: Q2 2026 in Review

Private Wealth Management Group held its WD-40 (WDFC) position steady in Q2 2026 at 2 shares worth $488. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Private Wealth Management Group first reported a position in WDFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52K in Q1 2024. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Private Wealth Management Group held 2 shares of WD-40 worth $488 as of Q2 2026.
  • Private Wealth Management Group left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1408 holding.
  • Private Wealth Management Group first reported a position in WD-40 in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's WD-40 position peaked at $1.52K in Q1 2024.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.