DiNuzzo Private Wealth’s Quaker Houghton KWR Stock Holding History

DiNuzzo Private Wealth’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	$636	Buy	4 +2	+100%	+$281	﹤0.01%	1037
2026 Q1	$249	Sell	2 -2	-50%	-$295	﹤0.01%	1213
2025 Q4	$550	Buy	+4	New	+$540	﹤0.01%	1056
2024 Q4	–	Sell	-3	Closed	-$506	–	1438
2024 Q3	$506	Buy	3 +1	+50%	+$169	﹤0.01%	1107
2024 Q2	$340	Buy	+2	New	+$370	﹤0.01%	1158
2024 Q1	–	Sell	-1	Closed	-$214	–	1383
2023 Q4	$214	Buy	+1	New	+$172	﹤0.01%	1214

Other funds holding KWR

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return