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 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 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

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

Private Wealth Management Group held its WD-40 (WDFC) position steady in Q1 2026 at 2 shares worth $408. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Private Wealth Management Group first reported a position in WDFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.52K in Q1 2024. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Private Wealth Management Group held 2 shares of WD-40 worth $408 as of Q1 2026.
Private Wealth Management Group left its WD-40 share count unchanged in Q1 2026.
WD-40 made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1383 holding.
Private Wealth Management Group first reported a position in WD-40 in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's WD-40 position peaked at $1.52K in Q1 2024.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.