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Cornerstone Planning Group’s Quaker Houghton KWR Stock Holding History

Cornerstone Planning Group’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 		$15K Sell
98
-3
-3% -$422 ﹤0.01% 762
2026
Q1 		$14.1K Sell
101
-6
-6% -$886 ﹤0.01% 791
2025
Q4 		$16.2K Sell
107
-626
-85% -$84.5K ﹤0.01% 642
2025
Q3 		$130K Buy
+733
New +$96.4K 0.02% 188
2025
Q2 		– Sell
-25
Closed -$2.58K – 1625
2025
Q1 		$2.58K Buy
+25
New +$3.39K ﹤0.01% 915
2023
Q3 		– Sell
-29
Closed -$5.65K – 1264
2023
Q2 		$5.65K Buy
+29
New +$5.67K ﹤0.01% 844
2022
Q4 		$5.49K Buy
+29
New +$4.88K ﹤0.01% 855

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Cornerstone Planning Group's KWR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Quaker Houghton (KWR) stake by 3% in Q2 2026, selling an estimated $422 and leaving 98 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Cornerstone Planning Group first reported a position in KWR in Q4 2022 and has held it in 7 quarters since. The position peaked at $130K in Q3 2025. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Cornerstone Planning Group held 98 shares of Quaker Houghton worth $15K as of Q2 2026.
  • Cornerstone Planning Group sold 3 Quaker Houghton shares in Q2 2026, an estimated $422.
  • Quaker Houghton made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #762 holding.
  • Cornerstone Planning Group first reported a position in Quaker Houghton in Q4 2022 and has held it in 7 quarters since.
  • Cornerstone Planning Group's Quaker Houghton position peaked at $130K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.