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CoreCap Advisors’s Quaker Houghton KWR Stock Holding History

CoreCap 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
Q3 		$158 Hold
1
– – ﹤0.01% 2991
2026
Q2 		$159 Buy
+1
New +$141 ﹤0.01% 3030

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
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 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

CoreCap Advisors's KWR Position: Q3 2026 in Review

CoreCap Advisors held its Quaker Houghton (KWR) position steady in Q3 2026 at 1 share worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

CoreCap Advisors first reported a position in KWR in Q2 2026 and has held it in 2 quarters since. The position peaked at $159 in Q2 2026. 18 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • CoreCap Advisors held 1 share of Quaker Houghton worth $158 as of Q3 2026.
  • CoreCap Advisors left its Quaker Houghton share count unchanged in Q3 2026.
  • Quaker Houghton made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2991 holding.
  • CoreCap Advisors first reported a position in Quaker Houghton in Q2 2026 and has held it in 2 quarters since.
  • CoreCap Advisors's Quaker Houghton position peaked at $159 in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.