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 Q3	$404	Hold	2	–	–	﹤0.01%	1455
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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

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

Private Wealth Management Group held its WD-40 (WDFC) position steady in Q3 2026 at 2 shares worth $404. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Private Wealth Management Group first reported a position in WDFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.52K in Q1 2024. 49 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

Private Wealth Management Group held 2 shares of WD-40 worth $404 as of Q3 2026.
Private Wealth Management Group left its WD-40 share count unchanged in Q3 2026.
WD-40 made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1455 holding.
Private Wealth Management Group first reported a position in WD-40 in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's WD-40 position peaked at $1.52K in Q1 2024.
49 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.