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James T. Borello RIA’s WD-40 WDFC Stock Holding History

James T. Borello RIA’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
Q3 		$1.62K Sell
8
-3
-27% -$666 ﹤0.01% 951
2026
Q2 		$2.68K Hold
11
– – ﹤0.01% 907
2026
Q1 		$2.24K Sell
11
-1
-8% -$223 ﹤0.01% 908
2025
Q4 		$2.36K Sell
12
-2
-14% -$394 ﹤0.01% 747
2025
Q3 		$2.77K Buy
+14
New +$3.03K ﹤0.01% 672

Other funds holding WDFC

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

James T. Borello RIA's WDFC Position: Q3 2026 in Review

James T. Borello RIA reduced its WD-40 (WDFC) stake by 27% in Q3 2026, selling an estimated $666 and leaving 8 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

James T. Borello RIA first reported a position in WDFC in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.77K in Q3 2025. 27 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • James T. Borello RIA held 8 shares of WD-40 worth $1.62K as of Q3 2026.
  • James T. Borello RIA sold 3 WD-40 shares in Q3 2026, an estimated $666.
  • WD-40 made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #951 holding.
  • James T. Borello RIA first reported a position in WD-40 in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's WD-40 position peaked at $2.77K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.