Summitry LLC’s WD-40 WDFC Stock Holding History

Summitry LLC’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	$348K	Buy	1,427 +13	+0.9%	+$2.78K	0.01%	218
2026 Q1	$288K	Buy	1,414 +344	+32%	+$76.8K	0.01%	215
2025 Q4	$211K	Buy	+1,070	New	+$211K	0.01%	236

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 $3.37T AUM 44.26% 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

Summitry LLC's WDFC Position: Q2 2026 in Review

Summitry LLC increased its WD-40 (WDFC) stake by 0.92% in Q2 2026, buying an estimated $2.78K and bringing the position to 1,427 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #218.

Summitry LLC first reported a position in WDFC in Q4 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Summitry LLC held 1,427 shares of WD-40 worth $348K as of Q2 2026.
Summitry LLC bought 13 WD-40 shares in Q2 2026, an estimated $2.78K.
WD-40 made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #218 holding.
Summitry LLC first reported a position in WD-40 in Q4 2025 and has held it in 3 quarters since.
385 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.