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Clearstead Trust’s Quaker Houghton KWR Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-6
Closed -$791 – 1292
2025
Q3 		$791 Hold
6
– – ﹤0.01% 1286
2025
Q2 		$672 Buy
+6
New +$651 ﹤0.01% 1264

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Clearstead Trust's KWR Position: Q4 2025 in Review

Clearstead Trust sold out of Quaker Houghton (KWR) in Q4 2025, closing a stake of 6 shares — an estimated $791 sold.

Clearstead Trust first reported a position in KWR in Q2 2025 and held it in 2 quarters. The position peaked at $791 in Q3 2025. 290 funds tracked by Wall St. Rank hold KWR as of Q4 2025.

  • Clearstead Trust reported no remaining Quaker Houghton position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 6 Quaker Houghton shares in Q4 2025, an estimated $791.
  • Clearstead Trust first reported a position in Quaker Houghton in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Quaker Houghton position peaked at $791 in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Quaker Houghton as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.