Creative Planning
KWR icon

Creative Planning’s Quaker Houghton KWR Stock Holding History

Creative Planning’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 		$2.76M Buy
17,383
+1,571
+10% +$221K ﹤0.01% 1845
2026
Q1 		$1.96M Sell
15,812
-40
-0.3% -$5.91K ﹤0.01% 1899
2025
Q4 		$2.18M Buy
15,852
+2,801
+21% +$378K ﹤0.01% 1663
2025
Q3 		$1.72M Buy
13,051
+1,735
+15% +$228K ﹤0.01% 1658
2025
Q2 		$1.27M Buy
11,316
+4,761
+73% +$517K ﹤0.01% 1661
2025
Q1 		$810K Buy
6,555
+3,781
+136% +$513K ﹤0.01% 1886
2024
Q4 		$390K Buy
2,774
+431
+18% +$68K ﹤0.01% 2456
2024
Q3 		$395K Sell
2,343
-39
-2% -$6.59K ﹤0.01% 2304
2024
Q2 		$404K Buy
2,382
+984
+70% +$182K ﹤0.01% 2115
2024
Q1 		$287K Buy
+1,398
New +$277K ﹤0.01% 2288
2017
Q3 		– Sell
-16
Closed -$2K – 2879
2017
Q2 		$2K Sell
16
-1
-6% -$141 ﹤0.01% 4315
2017
Q1 		$2K Buy
+17
New +$2.22K ﹤0.01% 4294
2015
Q4 		– Sell
-80
Closed -$6K – 4501
2015
Q3 		$6K Buy
+80
New +$6.61K ﹤0.01% 3517
2014
Q4 		– Sell
-31
Closed -$2K – 4260
2014
Q3 		$2K Buy
+31
New +$2.32K ﹤0.01% 3671
2014
Q2 		– Sell
-53
Closed -$4K – 3878
2014
Q1 		$4K Buy
+53
New +$3.94K ﹤0.01% 3174
2013
Q4 		– Sell
-22
Closed -$2K – 3391
2013
Q3 		$2K Hold
22
– – ﹤0.01% 2985
2013
Q2 		$1K Buy
+22
New +$1.36K ﹤0.01% 2946

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

Creative Planning's KWR Position: Q2 2026 in Review

Creative Planning increased its Quaker Houghton (KWR) stake by 9.9% in Q2 2026, buying an estimated $221K and bringing the position to 17,383 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Creative Planning first reported a position in KWR in Q2 2013 and has held it in 17 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Creative Planning held 17,383 shares of Quaker Houghton worth $2.76M as of Q2 2026.
  • Creative Planning bought 1,571 Quaker Houghton shares in Q2 2026, an estimated $221K.
  • Quaker Houghton made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1845 holding.
  • Creative Planning first reported a position in Quaker Houghton in Q2 2013 and has held it in 17 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.