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
2015 Q1	–	Sell	-500	Closed	-$43K	–	9440
2014 Q4	$43K	Buy	+500	New	+$38K	﹤0.01%	6684

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

UBS Group's WDFC Position: Q2 2026 in Review

UBS Group reduced its WD-40 (WDFC) stake by 42% in Q2 2026, selling an estimated $4.49M and leaving 29,190 shares worth $7.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3815.

UBS Group first reported a position in WDFC in Q4 2014 and has held it in 47 quarters since. The position peaked at $11.5M in Q1 2025. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

UBS Group held 29,190 shares of WD-40 worth $7.11M as of Q2 2026.
UBS Group sold 20,963 WD-40 shares in Q2 2026, an estimated $4.49M.
WD-40 made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3815 holding.
UBS Group first reported a position in WD-40 in Q4 2014 and has held it in 47 quarters since.
UBS Group's WD-40 position peaked at $11.5M in Q1 2025.
387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.