BIA
KWR icon

Bell Investment Advisors’s Quaker Houghton KWR Stock Holding History

Bell Investment Advisors’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 		– Sell
-4
Closed -$495 – 1940
2025
Q1 		$495 Buy
+4
New +$543 ﹤0.01% 1755
2023
Q4 		– Sell
-1
Closed -$160 – 1959
2023
Q3 		$160 Sell
1
-6
-86% -$1.07K ﹤0.01% 1908
2023
Q2 		$1.36K Buy
7
+2
+40% +$391 ﹤0.01% 1472
2023
Q1 		$990 Sell
5
-4
-44% -$765 ﹤0.01% 1578
2022
Q4 		$1.5K Sell
9
-4
-31% -$673 ﹤0.01% 1431
2022
Q3 		$2K Buy
13
+10
+333% +$1.64K ﹤0.01% 1140
2022
Q2 		$0 Buy
+3
New +$464 ﹤0.01% 1782

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Bell Investment Advisors's KWR Position: Q2 2025 in Review

Bell Investment Advisors sold out of Quaker Houghton (KWR) in Q2 2025, closing a stake of 4 shares — an estimated $495 sold.

Bell Investment Advisors first reported a position in KWR in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 275 funds tracked by Wall St. Rank hold KWR as of Q2 2025.

  • Bell Investment Advisors reported no remaining Quaker Houghton position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 4 Quaker Houghton shares in Q2 2025, an estimated $495.
  • Bell Investment Advisors first reported a position in Quaker Houghton in Q2 2022 and held it in 7 quarters.
  • Bell Investment Advisors's Quaker Houghton position peaked at $2K in Q3 2022.
  • 275 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.