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Stephens Consulting’s WD-40 WDFC Stock Holding History

Stephens Consulting’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
2025
Q3 		– Sell
-12
Closed -$2.74K – 1167
2025
Q2 		$2.74K Buy
12
+7
+140% +$1.65K ﹤0.01% 461
2025
Q1 		$1.22K Buy
+5
New +$1.18K ﹤0.01% 561
2024
Q2 		– Sell
-67
Closed -$16.9K – 665
2024
Q1 		$16.9K Hold
67
– – 0.01% 267
2023
Q4 		$15.9K Hold
67
– – 0.01% 274
2023
Q3 		$13.5K Hold
67
– – 0.01% 284
2023
Q2 		$12.6K Hold
67
– – 0.01% 287
2023
Q1 		$11.8K Hold
67
– – 0.01% 297
2022
Q4 		$10.7K Hold
67
– – 0.01% 285
2022
Q3 		$11.7K Hold
67
– – 0.01% 309
2022
Q2 		$13.4K Hold
67
– – 0.01% 288
2022
Q1 		$12.2K Hold
67
– – 0.01% 331
2021
Q4 		$16.3K Buy
+67
New +$15.6K 0.01% 334

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stephens Consulting's WDFC Position: Q3 2025 in Review

Stephens Consulting sold out of WD-40 (WDFC) in Q3 2025, closing a stake of 12 shares — an estimated $2.74K sold.

Stephens Consulting first reported a position in WDFC in Q4 2021 and held it in 12 quarters. The position peaked at $16.9K in Q1 2024. 374 funds tracked by Wall St. Rank hold WDFC as of Q3 2025.

  • Stephens Consulting reported no remaining WD-40 position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 12 WD-40 shares in Q3 2025, an estimated $2.74K.
  • Stephens Consulting first reported a position in WD-40 in Q4 2021 and held it in 12 quarters.
  • Stephens Consulting's WD-40 position peaked at $16.9K in Q1 2024.
  • 374 funds tracked by Wall St. Rank held WD-40 as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.