UBS Group
WDFC icon

UBS Group’s WD-40 WDFC Stock Holding History

UBS 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
2026
Q1 		$10.2M Buy
50,153
+9,035
+22% +$2.02M ﹤0.01% 3323
2025
Q4 		$8.1M Sell
41,118
-9,432
-19% -$1.86M ﹤0.01% 3524
2025
Q3 		$9.99M Buy
50,550
+3,167
+7% +$686K ﹤0.01% 3289
2025
Q2 		$10.8M Buy
47,383
+374
+0.8% +$88K ﹤0.01% 3005
2025
Q1 		$11.5M Buy
47,009
+15,595
+50% +$3.69M ﹤0.01% 2882
2024
Q4 		$7.62M Buy
31,414
+16,687
+113% +$4.44M ﹤0.01% 3362
2024
Q3 		$3.8M Buy
14,727
+4,052
+38% +$1.02M ﹤0.01% 3361
2024
Q2 		$2.34M Sell
10,675
-4,849
-31% -$1.12M ﹤0.01% 3604
2024
Q1 		$3.93M Buy
15,524
+535
+4% +$138K ﹤0.01% 3226
2023
Q4 		$3.58M Buy
14,989
+9,851
+192% +$2.2M ﹤0.01% 3134
2023
Q3 		$1.04M Sell
5,138
-8,543
-62% -$1.83M ﹤0.01% 4036
2023
Q2 		$2.58M Buy
13,681
+3,269
+31% +$618K ﹤0.01% 3283
2023
Q1 		$1.85M Buy
10,412
+3,708
+55% +$640K ﹤0.01% 3515
2022
Q4 		$1.08M Buy
6,704
+1,284
+24% +$214K ﹤0.01% 4001
2022
Q3 		$952K Sell
5,420
-838
-13% -$157K ﹤0.01% 3786
2022
Q2 		$1.26M Sell
6,258
-949
-13% -$177K ﹤0.01% 3530
2022
Q1 		$1.32M Buy
7,207
+2,156
+43% +$461K ﹤0.01% 3832
2021
Q4 		$1.24M Buy
5,051
+162
+3% +$37.7K ﹤0.01% 4202
2021
Q3 		$1.13M Buy
4,889
+123
+3% +$29.5K ﹤0.01% 4086
2021
Q2 		$1.22M Sell
4,766
-6,394
-57% -$1.63M ﹤0.01% 4007
2021
Q1 		$3.42M Sell
11,160
-3,080
-22% -$934K ﹤0.01% 3001
2020
Q4 		$3.78M Buy
14,240
+3,759
+36% +$910K ﹤0.01% 2739
2020
Q3 		$1.99M Buy
10,481
+5,880
+128% +$1.15M ﹤0.01% 3048
2020
Q2 		$912K Sell
4,601
-7,970
-63% -$1.45M ﹤0.01% 3590
2020
Q1 		$2.52M Sell
12,571
-24,204
-66% -$4.56M ﹤0.01% 2541
2019
Q4 		$7.14M Buy
36,775
+11,165
+44% +$2.1M ﹤0.01% 2250
2019
Q3 		$4.7M Buy
25,610
+3,184
+14% +$573K ﹤0.01% 2443
2019
Q2 		$3.57M Buy
22,426
+3,054
+16% +$501K ﹤0.01% 2610
2019
Q1 		$3.28M Buy
19,372
+1,017
+6% +$179K ﹤0.01% 2554
2018
Q4 		$3.36M Buy
18,355
+12,247
+201% +$2.07M ﹤0.01% 2534
2018
Q3 		$1.05M Buy
6,108
+1,191
+24% +$199K ﹤0.01% 3804
2018
Q2 		$719K Sell
4,917
-34,870
-88% -$4.8M ﹤0.01% 4043
2018
Q1 		$5.24M Sell
39,787
-55
-0.1% -$6.94K ﹤0.01% 2265
2017
Q4 		$4.7M Buy
39,842
+3,527
+10% +$405K ﹤0.01% 2410
2017
Q3 		$4.06M Sell
36,315
-1,916
-5% -$207K ﹤0.01% 2415
2017
Q2 		$4.22M Buy
38,231
+14,795
+63% +$1.57M ﹤0.01% 2304
2017
Q1 		$2.55M Buy
23,436
+18,894
+416% +$2.06M ﹤0.01% 2713
2016
Q4 		$530K Sell
4,542
-1,782
-28% -$196K ﹤0.01% 4067
2016
Q3 		$711K Sell
6,324
-1,842
-23% -$215K ﹤0.01% 3661
2016
Q2 		$959K Buy
8,166
+5,549
+212% +$602K ﹤0.01% 3419
2016
Q1 		$282K Sell
2,617
-726
-22% -$75K ﹤0.01% 4231
2015
Q4 		$331K Buy
3,343
+1,353
+68% +$131K ﹤0.01% 4277
2015
Q3 		$177K Sell
1,990
-583
-23% -$50.8K ﹤0.01% 4735
2015
Q2 		$225K Buy
2,573
+23
+0.9% +$1.95K ﹤0.01% 4767
2015
Q1 		$226K Buy
2,550
+500
+24% +$42K ﹤0.01% 4783
2014
Q4 		$174K Buy
+2,050
New +$156K ﹤0.01% 5171

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's WDFC Position: Q1 2026 in Review

UBS Group increased its WD-40 (WDFC) stake by 22% in Q1 2026, buying an estimated $2.02M and bringing the position to 50,153 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

UBS Group first reported a position in WDFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $11.5M in Q1 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • UBS Group held 50,153 shares of WD-40 worth $10.2M as of Q1 2026.
  • UBS Group bought 9,035 WD-40 shares in Q1 2026, an estimated $2.02M.
  • WD-40 made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3323 holding.
  • UBS Group first reported a position in WD-40 in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WD-40 position peaked at $11.5M in Q1 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.