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Aaron Wealth Advisors’s Quaker Houghton KWR Stock Holding History

Aaron Wealth Advisors’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 		$209K Buy
1,322
+7
+0.5% +$1.11K 0.01% 661
2026
Q2 		$209K Buy
+1,315
New +$185K 0.01% 673

Other funds holding KWR

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Aaron Wealth Advisors's KWR Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Quaker Houghton (KWR) stake by 0.53% in Q3 2026, buying an estimated $1.11K and bringing the position to 1,322 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #661.

Aaron Wealth Advisors first reported a position in KWR in Q2 2026 and has held it in 2 quarters since. The position peaked at $209K in Q2 2026. 18 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • Aaron Wealth Advisors held 1,322 shares of Quaker Houghton worth $209K as of Q3 2026.
  • Aaron Wealth Advisors bought 7 Quaker Houghton shares in Q3 2026, an estimated $1.11K.
  • Quaker Houghton made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #661 holding.
  • Aaron Wealth Advisors first reported a position in Quaker Houghton in Q2 2026 and has held it in 2 quarters since.
  • Aaron Wealth Advisors's Quaker Houghton position peaked at $209K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.