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Crewe Advisors’s Quaker Houghton KWR Stock Holding History

Crewe 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
Q2 		– Sell
-53
Closed -$6.58K – 1173
2026
Q1 		$6.58K Hold
53
– – ﹤0.01% 727
2025
Q4 		$7.28K Hold
53
– – ﹤0.01% 675
2025
Q3 		$6.98K Buy
+53
New +$6.97K ﹤0.01% 692
2023
Q2 		– Sell
-75
Closed -$14.8K – 959
2023
Q1 		$14.8K Hold
75
– – ﹤0.01% 484
2022
Q4 		$12.5K Hold
75
– – ﹤0.01% 512
2022
Q3 		$11K Hold
75
– – ﹤0.01% 633
2022
Q2 		$11K Buy
+75
New +$11.6K ﹤0.01% 568

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

Crewe Advisors's KWR Position: Q2 2026 in Review

Crewe Advisors sold out of Quaker Houghton (KWR) in Q2 2026, closing a stake of 53 shares — an estimated $6.58K sold.

Crewe Advisors first reported a position in KWR in Q2 2022 and held it in 7 quarters. The position peaked at $14.8K in Q1 2023. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Crewe Advisors reported no remaining Quaker Houghton position as of Q2 2026 after selling out during the quarter.
  • Crewe Advisors sold 53 Quaker Houghton shares in Q2 2026, an estimated $6.58K.
  • Crewe Advisors first reported a position in Quaker Houghton in Q2 2022 and held it in 7 quarters.
  • Crewe Advisors's Quaker Houghton position peaked at $14.8K in Q1 2023.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.