Superior Planning, LLC’s Quaker Houghton KWR Stock Holding History

Superior Planning, LLC’s Portfolio KWR Stock Details KWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.68K	Buy	+17	New	+$2.71K	﹤0.01%	1456

Other funds holding KWR

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Superior Planning, LLC's KWR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Quaker Houghton (KWR) in Q3 2026: 17 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings.

217 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

Superior Planning, LLC held 17 shares of Quaker Houghton worth $2.68K as of Q3 2026.
Quaker Houghton was a new Superior Planning, LLC position in Q3 2026.
Quaker Houghton made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1456 holding.
217 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.