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CX Institutional’s Quaker Houghton KWR Stock Holding History

CX Institutional’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 		$4K Sell
26
-132
-84% -$18.5K ﹤0.01% 1390
2026
Q1 		$20K Sell
158
-173
-52% -$25.6K ﹤0.01% 1134
2025
Q4 		$45K Sell
331
-342
-51% -$46.2K ﹤0.01% 989
2025
Q3 		$89K Sell
673
-58,919
-99% -$7.75M ﹤0.01% 840
2025
Q2 		$6.67M Buy
59,592
+38,596
+184% +$4.19M 0.23% 96
2025
Q1 		$2.6M Buy
+20,996
New +$2.85M 0.1% 164

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

CX Institutional's KWR Position: Q2 2026 in Review

CX Institutional reduced its Quaker Houghton (KWR) stake by 84% in Q2 2026, selling an estimated $18.5K and leaving 26 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

CX Institutional first reported a position in KWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.67M in Q2 2025. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • CX Institutional held 26 shares of Quaker Houghton worth $4K as of Q2 2026.
  • CX Institutional sold 132 Quaker Houghton shares in Q2 2026, an estimated $18.5K.
  • Quaker Houghton made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1390 holding.
  • CX Institutional first reported a position in Quaker Houghton in Q1 2025 and has held it in 6 quarters since.
  • CX Institutional's Quaker Houghton position peaked at $6.67M in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.