CA
KWR icon

Clearstead Advisors’s Quaker Houghton KWR Stock Holding History

Clearstead 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
Q2 		$1.94K Buy
+12
New +$1.69K ﹤0.01% 2488
2025
Q4 		– Sell
-32
Closed -$4.22K – 3028
2025
Q3 		$4.22K Sell
32
-81
-72% -$10.7K ﹤0.01% 2221
2025
Q2 		$12.7K Buy
113
+36
+47% +$3.91K ﹤0.01% 1805
2025
Q1 		$9.52K Hold
77
– – ﹤0.01% 1611
2024
Q4 		$10.8K Hold
77
– – ﹤0.01% 1550
2024
Q3 		$13K Sell
77
-30
-28% -$5.07K ﹤0.01% 1535
2024
Q2 		$18.2K Buy
+107
New +$19.8K ﹤0.01% 1406

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

Clearstead Advisors's KWR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Quaker Houghton (KWR) in Q2 2026: 12 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #2488 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in KWR as recently as Q3 2025.

Clearstead Advisors first reported a position in KWR in Q2 2024 and has held it in 7 quarters since. The position peaked at $18.2K in Q2 2024. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Clearstead Advisors held 12 shares of Quaker Houghton worth $1.94K as of Q2 2026.
  • Quaker Houghton was a new Clearstead Advisors position in Q2 2026.
  • Quaker Houghton made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2488 holding.
  • Clearstead Advisors first reported a position in Quaker Houghton in Q2 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's Quaker Houghton position peaked at $18.2K in Q2 2024.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.