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Cerity Partners’s
Quaker Houghton
KWR
Stock Holding History
Cerity Partners’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
$2.4M
Sell
19,337
-80
-0.4%
-$11.8K
﹤0.01%
1383
2025
Q4
$2.67M
Buy
19,417
+2,927
+18%
+$395K
﹤0.01%
1243
2025
Q3
$2.17M
Buy
16,490
+1,440
+10%
+$189K
﹤0.01%
1258
2025
Q2
$1.68M
Buy
15,050
+2,174
+17%
+$236K
﹤0.01%
1288
2025
Q1
$1.59M
Buy
12,876
+970
+8%
+$132K
﹤0.01%
1224
2024
Q4
$2M
Sell
11,906
-52,725
-82%
-$8.32M
﹤0.01%
1102
2024
Q3
$10.9M
Buy
64,631
+53,592
+485%
+$9.06M
0.02%
463
2024
Q2
$1.87M
Sell
11,039
-1,020
-8%
-$188K
0.01%
938
2024
Q1
$2.48M
Buy
12,059
+10,692
+782%
+$2.12M
0.01%
883
2023
Q4
$291K
Buy
+1,367
New
+$236K
﹤0.01%
1534
2019
Q2
–
Sell
-1,245
Closed
-$249K
–
542
2019
Q1
$249K
Buy
+1,245
New
+$247K
0.02%
456
Other funds holding KWR
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$5.7T AUM
30.48%
1-Year Est. Return
VPM
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$1.91T AUM
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
GKIM
GW&K Investment Management
Boston, Massachusetts
$11.3B AUM
31.98%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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