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Bare Financial Services’s Quaker Houghton KWR Stock Holding History

Bare Financial 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
2026
Q2 		$8.74K Buy
55
+38
+224% +$5.34K ﹤0.01% 644
2026
Q1 		$2.11K Sell
17
-2
-11% -$295 ﹤0.01% 962
2025
Q4 		$2.61K Buy
19
+4
+27% +$540 ﹤0.01% 773
2025
Q3 		$1.98K Hold
15
– – ﹤0.01% 810
2025
Q2 		$1.68K Buy
15
+3
+25% +$326 ﹤0.01% 774
2025
Q1 		$1.48K Buy
+12
New +$1.63K ﹤0.01% 400

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

Bare Financial Services's KWR Position: Q2 2026 in Review

Bare Financial Services increased its Quaker Houghton (KWR) stake by 224% in Q2 2026, buying an estimated $5.34K and bringing the position to 55 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Bare Financial Services first reported a position in KWR in Q1 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Bare Financial Services held 55 shares of Quaker Houghton worth $8.74K as of Q2 2026.
  • Bare Financial Services bought 38 Quaker Houghton shares in Q2 2026, an estimated $5.34K.
  • Quaker Houghton made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #644 holding.
  • Bare Financial Services first reported a position in Quaker Houghton in Q1 2025 and has held it in 6 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.