Atria Investments
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Atria Investments’s Quaker Houghton KWR Stock Holding History

Atria Investments’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 		$334K Buy
+2,118
New +$337K ﹤0.01% 1828
2024
Q4 		– Sell
-2,641
Closed -$445K – 1924
2024
Q3 		$445K Buy
2,641
+769
+41% +$130K 0.01% 1392
2024
Q2 		$318K Buy
+1,872
New +$346K ﹤0.01% 1557

Other funds holding KWR

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $136M AUM 15.85% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GAMMA Investing
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

Atria Investments's KWR Position: Q3 2026 in Review

Atria Investments opened a new position in Quaker Houghton (KWR) in Q3 2026: 2,118 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #1828 among its holdings. This is a return to the name: Atria Investments previously reported a position in KWR as recently as Q3 2024.

Atria Investments first reported a position in KWR in Q2 2024 and has held it in 3 quarters since. The position peaked at $445K in Q3 2024. 26 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • Atria Investments held 2,118 shares of Quaker Houghton worth $334K as of Q3 2026.
  • Quaker Houghton was a new Atria Investments position in Q3 2026.
  • Quaker Houghton made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1828 holding.
  • Atria Investments first reported a position in Quaker Houghton in Q2 2024 and has held it in 3 quarters since.
  • Atria Investments's Quaker Houghton position peaked at $445K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.