Concurrent Investment Advisors’s Quaker Houghton KWR Stock Holding History

Concurrent Investment 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	$217K	Buy	+1,365	New	+$192K	﹤0.01%	1901

Other funds holding KWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Concurrent Investment Advisors's KWR Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Quaker Houghton (KWR) in Q2 2026: 1,365 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1901 among its holdings.

313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

Concurrent Investment Advisors held 1,365 shares of Quaker Houghton worth $217K as of Q2 2026.
Quaker Houghton was a new Concurrent Investment Advisors position in Q2 2026.
Quaker Houghton made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1901 holding.
313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.