Corient Private Wealth
KWR icon

Corient Private Wealth’s Quaker Houghton KWR Stock Holding History

Corient Private Wealth’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
Q1 		$574K Sell
4,622
-4,758
-51% -$703K ﹤0.01% 1957
2025
Q4 		$1.29M Buy
9,380
+2,639
+39% +$356K ﹤0.01% 1757
2025
Q3 		$888K Buy
6,741
+4,490
+199% +$591K ﹤0.01% 1482
2025
Q2 		$252K Sell
2,251
-680
-23% -$73.8K ﹤0.01% 2098
2025
Q1 		$362K Sell
2,931
-164
-5% -$22.3K ﹤0.01% 1759
2024
Q4 		$436K Buy
3,095
+149
+5% +$23.5K ﹤0.01% 1697
2024
Q3 		$496K Buy
2,946
+2
+0.1% +$338 ﹤0.01% 1732
2024
Q2 		$500K Sell
2,944
-15
-0.5% -$2.77K ﹤0.01% 1642
2024
Q1 		$607K Buy
2,959
+7
+0.2% +$1.39K ﹤0.01% 1532
2023
Q4 		$630K Sell
2,952
-938
-24% -$162K ﹤0.01% 1488
2023
Q3 		$622K Buy
3,890
+896
+30% +$160K ﹤0.01% 1375
2023
Q2 		$584K Buy
2,994
+81
+3% +$15.8K ﹤0.01% 1385
2023
Q1 		$577K Buy
+2,913
New +$557K ﹤0.01% 1316

Other funds holding KWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return