Raymond James Financial’s WD-40 WDFC Stock Holding History

Raymond James Financial’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	$18.3M	Buy	75,146 +2,651	+4%	+$568K	0.01%	1622
2026 Q1	$14.8M	Sell	72,495 -1,272	-2%	-$284K	﹤0.01%	1699
2025 Q4	$14.7M	Sell	73,767 -2,420	-3%	-$477K	﹤0.01%	1672
2025 Q3	$15.1M	Sell	76,187 -3,433	-4%	-$744K	﹤0.01%	1619
2025 Q2	$18.2M	Sell	79,620 -1,076	-1%	-$253K	0.01%	1444
2025 Q1	$19.7M	Buy	80,696 +6,924	+9%	+$1.64M	0.01%	1323
2024 Q4	$17.9M	Buy	+73,772	New	+$19.6M	0.01%	1410

Other funds holding WDFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial's WDFC Position: Q2 2026 in Review

Raymond James Financial increased its WD-40 (WDFC) stake by 3.7% in Q2 2026, buying an estimated $568K and bringing the position to 75,146 shares worth $18.3M. The position accounts for 0.01% of the portfolio, ranked #1622.

Raymond James Financial first reported a position in WDFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7M in Q1 2025. 388 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Raymond James Financial held 75,146 shares of WD-40 worth $18.3M as of Q2 2026.
Raymond James Financial bought 2,651 WD-40 shares in Q2 2026, an estimated $568K.
WD-40 made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1622 holding.
Raymond James Financial first reported a position in WD-40 in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's WD-40 position peaked at $19.7M in Q1 2025.
388 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.