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Avantax Advisory Services’s Quaker Houghton KWR Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$442K Buy
3,948
+745
+23% +$80.9K ﹤0.01% 1657
2025
Q1 		$396K Buy
3,203
+738
+30% +$100K ﹤0.01% 1665
2024
Q4 		$347K Sell
2,465
-591
-19% -$93.3K ﹤0.01% 1687
2024
Q3 		$515K Sell
3,056
-134
-4% -$22.7K ﹤0.01% 1389
2024
Q2 		$541K Buy
+3,190
New +$589K ﹤0.01% 1314

Other funds holding KWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Avantax Advisory Services's KWR Position: Q2 2025 in Review

Avantax Advisory Services increased its Quaker Houghton (KWR) stake by 23% in Q2 2025, buying an estimated $80.9K and bringing the position to 3,948 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Avantax Advisory Services first reported a position in KWR in Q2 2024 and has held it in 5 quarters since. The position peaked at $541K in Q2 2024. 275 funds tracked by Wall St. Rank hold KWR as of Q2 2025.

  • Avantax Advisory Services held 3,948 shares of Quaker Houghton worth $442K as of Q2 2025.
  • Avantax Advisory Services bought 745 Quaker Houghton shares in Q2 2025, an estimated $80.9K.
  • Quaker Houghton made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1657 holding.
  • Avantax Advisory Services first reported a position in Quaker Houghton in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Quaker Houghton position peaked at $541K in Q2 2024.
  • 275 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.