Action Point Financial Planning’s Quaker Houghton KWR Stock Holding History

Action Point Financial Planning’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 Q2	$1.27K	Buy	+8	New	+$1.12K	﹤0.01%	2406

Other funds holding KWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Action Point Financial Planning's KWR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Quaker Houghton (KWR) in Q2 2026: 8 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #2406 among its holdings.

312 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

Action Point Financial Planning held 8 shares of Quaker Houghton worth $1.27K as of Q2 2026.
Quaker Houghton was a new Action Point Financial Planning position in Q2 2026.
Quaker Houghton made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2406 holding.
312 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.