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Stonegate Investment Group’s WD-40 WDFC Stock Holding History

Stonegate Investment 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
2025
Q3 		– Sell
-1,000
Closed -$228K – 462
2025
Q2 		$228K Hold
1,000
– – 0.01% 359
2025
Q1 		$244K Sell
1,000
-21
-2% -$4.96K 0.01% 303
2024
Q4 		$248K Buy
1,021
+21
+2% +$5.59K 0.01% 297
2024
Q3 		$258K Sell
1,000
-70
-7% -$17.6K 0.01% 300
2024
Q2 		$235K Hold
1,070
– – 0.01% 312
2024
Q1 		$271K Sell
1,070
-21
-2% -$5.43K 0.01% 269
2023
Q4 		$261K Hold
1,091
– – 0.01% 266
2023
Q3 		$222K Sell
1,091
-16
-1% -$3.42K 0.01% 271
2023
Q2 		$209K Buy
+1,107
New +$209K 0.01% 290
2022
Q3 		– Sell
-1,000
Closed -$201K – 340
2022
Q2 		$201K Buy
+1,000
New +$187K 0.01% 274

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 $4.6B AUM 16.08% 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

Stonegate Investment Group's WDFC Position: Q3 2025 in Review

Stonegate Investment Group sold out of WD-40 (WDFC) in Q3 2025, closing a stake of 1,000 shares — an estimated $228K sold.

Stonegate Investment Group first reported a position in WDFC in Q2 2022 and held it in 10 quarters. The position peaked at $271K in Q1 2024. 374 funds tracked by Wall St. Rank hold WDFC as of Q3 2025.

  • Stonegate Investment Group reported no remaining WD-40 position as of Q3 2025 after selling out during the quarter.
  • Stonegate Investment Group sold 1,000 WD-40 shares in Q3 2025, an estimated $228K.
  • Stonegate Investment Group first reported a position in WD-40 in Q2 2022 and held it in 10 quarters.
  • Stonegate Investment Group's WD-40 position peaked at $271K in Q1 2024.
  • 374 funds tracked by Wall St. Rank held WD-40 as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.