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Contravisory Investment Management’s Quaker Houghton KWR Stock Holding History

Contravisory Investment Management’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
Q3 		$349K Buy
2,212
+278
+14% +$44.3K 0.06% 166
2026
Q2 		$307K Buy
+1,934
New +$272K 0.05% 184

Other funds holding KWR

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Contravisory Investment Management's KWR Position: Q3 2026 in Review

Contravisory Investment Management increased its Quaker Houghton (KWR) stake by 14% in Q3 2026, buying an estimated $44.3K and bringing the position to 2,212 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #166.

Contravisory Investment Management first reported a position in KWR in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • Contravisory Investment Management held 2,212 shares of Quaker Houghton worth $349K as of Q3 2026.
  • Contravisory Investment Management bought 278 Quaker Houghton shares in Q3 2026, an estimated $44.3K.
  • Quaker Houghton made up 0.06% of Contravisory Investment Management's portfolio in Q3 2026, its #166 holding.
  • Contravisory Investment Management first reported a position in Quaker Houghton in Q2 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on Contravisory Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.