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Angeles Wealth Management’s Quaker Houghton KWR Stock Holding History

Angeles Wealth Management’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 		$241K Sell
1,517
-475
-24% -$66.7K 0.01% 438
2026
Q1 		$247K Buy
+1,992
New +$294K 0.01% 363

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Angeles Wealth Management's KWR Position: Q2 2026 in Review

Angeles Wealth Management reduced its Quaker Houghton (KWR) stake by 24% in Q2 2026, selling an estimated $66.7K and leaving 1,517 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #438.

Angeles Wealth Management first reported a position in KWR in Q1 2026 and has held it in 2 quarters since. The position peaked at $247K in Q1 2026. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Angeles Wealth Management held 1,517 shares of Quaker Houghton worth $241K as of Q2 2026.
  • Angeles Wealth Management sold 475 Quaker Houghton shares in Q2 2026, an estimated $66.7K.
  • Quaker Houghton made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Angeles Wealth Management first reported a position in Quaker Houghton in Q1 2026 and has held it in 2 quarters since.
  • Angeles Wealth Management's Quaker Houghton position peaked at $247K in Q1 2026.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.