Envestnet Portfolio Solutions
KWR icon

Envestnet Portfolio Solutions’s Quaker Houghton KWR Stock Holding History

Envestnet Portfolio Solutions’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 		$376K Sell
3,028
-393
-11% -$58.1K ﹤0.01% 1016
2025
Q4 		$470K Buy
3,421
+1
+0% +$135 ﹤0.01% 1089
2025
Q3 		$451K Buy
3,420
+770
+29% +$101K ﹤0.01% 1074
2025
Q2 		$297K Buy
2,650
+979
+59% +$106K ﹤0.01% 1341
2025
Q1 		$207K Buy
1,671
+112
+7% +$15.2K ﹤0.01% 1491
2024
Q4 		$219K Sell
1,559
-133
-8% -$21K ﹤0.01% 1640
2024
Q3 		$285K Buy
1,692
+34
+2% +$5.75K ﹤0.01% 1479
2024
Q2 		$281K Sell
1,658
-32
-2% -$5.91K ﹤0.01% 1412
2024
Q1 		$347K Sell
1,690
-94
-5% -$18.6K ﹤0.01% 1281
2023
Q4 		$381K Buy
1,784
+312
+21% +$53.8K ﹤0.01% 1173
2023
Q3 		$236K Buy
+1,472
New +$263K ﹤0.01% 1354

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