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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.