Cerity Partners
KWR icon

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
Q2 		$2.94M Sell
18,518
-819
-4% -$115K ﹤0.01% 1368
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

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

Cerity Partners's KWR Position: Q2 2026 in Review

Cerity Partners reduced its Quaker Houghton (KWR) stake by 4.2% in Q2 2026, selling an estimated $115K and leaving 18,518 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Cerity Partners first reported a position in KWR in Q1 2019 and has held it in 12 quarters since. The position peaked at $10.9M in Q3 2024. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Cerity Partners held 18,518 shares of Quaker Houghton worth $2.94M as of Q2 2026.
  • Cerity Partners sold 819 Quaker Houghton shares in Q2 2026, an estimated $115K.
  • Quaker Houghton made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1368 holding.
  • Cerity Partners first reported a position in Quaker Houghton in Q1 2019 and has held it in 12 quarters since.
  • Cerity Partners's Quaker Houghton position peaked at $10.9M in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.