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Centerpoint Advisors’s Quaker Houghton KWR Stock Holding History

Centerpoint 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
2026
Q1 		– Sell
-57
Closed -$8K – 406
2025
Q4 		$8K Sell
57
-36
-39% -$4.86K ﹤0.01% 336
2025
Q3 		$12K Sell
93
-26
-22% -$3.42K ﹤0.01% 319
2025
Q2 		$13K Hold
119
– – ﹤0.01% 301
2025
Q1 		$15K Buy
119
+20
+20% +$2.71K 0.01% 282
2024
Q4 		$14K Hold
99
– – ﹤0.01% 321
2024
Q3 		$17K Hold
99
– – 0.01% 308
2024
Q2 		$17K Buy
99
+17
+21% +$3.14K 0.01% 285
2024
Q1 		$17K Hold
82
– – 0.01% 280
2023
Q4 		$18K Hold
82
– – 0.01% 266
2023
Q3 		$13K Hold
82
– – 0.01% 309
2023
Q2 		$16K Buy
82
+17
+26% +$3.33K 0.01% 292
2023
Q1 		$13K Hold
65
– – 0.01% 335
2022
Q4 		$11K Buy
+65
New +$10.9K 0.01% 299

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
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Centerpoint Advisors's KWR Position: Q1 2026 in Review

Centerpoint Advisors sold out of Quaker Houghton (KWR) in Q1 2026, closing a stake of 57 shares — an estimated $8K sold.

Centerpoint Advisors first reported a position in KWR in Q4 2022 and held it in 13 quarters. The position peaked at $18K in Q4 2023. 285 funds tracked by Wall St. Rank hold KWR as of Q1 2026.

  • Centerpoint Advisors reported no remaining Quaker Houghton position as of Q1 2026 after selling out during the quarter.
  • Centerpoint Advisors sold 57 Quaker Houghton shares in Q1 2026, an estimated $8K.
  • Centerpoint Advisors first reported a position in Quaker Houghton in Q4 2022 and held it in 13 quarters.
  • Centerpoint Advisors's Quaker Houghton position peaked at $18K in Q4 2023.
  • 285 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.