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
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 – 4504
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 $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