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Twin Peaks Wealth Advisors’s WD-40 WDFC Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-46
Closed -$9.38K – 2193
2026
Q1 		$9.38K Buy
+46
New +$10.3K ﹤0.01% 1098
2025
Q3 		– Sell
-37
Closed -$8.15K – 2121
2025
Q2 		$8.15K Buy
+37
New +$8.71K ﹤0.01% 1047

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Twin Peaks Wealth Advisors's WDFC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of WD-40 (WDFC) in Q2 2026, closing a stake of 46 shares — an estimated $9.38K sold.

Twin Peaks Wealth Advisors first reported a position in WDFC in Q2 2025 and held it in 2 quarters. The position peaked at $9.38K in Q1 2026. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining WD-40 position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 46 WD-40 shares in Q2 2026, an estimated $9.38K.
  • Twin Peaks Wealth Advisors first reported a position in WD-40 in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's WD-40 position peaked at $9.38K in Q1 2026.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.