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BOLTON SECURITIES CORPORATION’s WD-40 WDFC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$48.7K Sell
200
-40
-17% -$8.56K ﹤0.01% 1338
2026
Q1 		$48.9K Buy
+240
New +$53.6K ﹤0.01% 1233
2025
Q3 		$136K Buy
+690
New +$149K 0.01% 862
2025
Q1 		$254K Buy
+1,040
New +$246K 0.01% 634

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 $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WDFC Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION reduced its WD-40 (WDFC) stake by 17% in Q2 2026, selling an estimated $8.56K and leaving 200 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

BOLTON SECURITIES CORPORATION first reported a position in WDFC in Q1 2025 and has held it in 4 quarters since. The position peaked at $254K in Q1 2025. 390 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 200 shares of WD-40 worth $48.7K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION sold 40 WD-40 shares in Q2 2026, an estimated $8.56K.
  • WD-40 made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #1338 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WD-40 in Q1 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's WD-40 position peaked at $254K in Q1 2025.
  • 390 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.