Envestnet Portfolio Solutions’s Quaker Houghton KWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$494K Buy
3,111
+83
+3% +$11.7K ﹤0.01% 995
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

Envestnet Portfolio Solutions's KWR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Quaker Houghton (KWR) stake by 2.7% in Q2 2026, buying an estimated $11.7K and bringing the position to 3,111 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Envestnet Portfolio Solutions first reported a position in KWR in Q3 2023 and has held it in 12 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,111 shares of Quaker Houghton worth $494K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 83 Quaker Houghton shares in Q2 2026, an estimated $11.7K.
  • Quaker Houghton made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #995 holding.
  • Envestnet Portfolio Solutions first reported a position in Quaker Houghton in Q3 2023 and has held it in 12 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.