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EP Wealth Advisors’s Quaker Houghton KWR Stock Holding History

EP Wealth 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
2025
Q2 		$231K Sell
2,064
-32
-2% -$3.48K ﹤0.01% 1168
2025
Q1 		$259K Buy
2,096
+584
+39% +$79.2K ﹤0.01% 996
2024
Q4 		$213K Buy
1,512
+95
+7% +$15K ﹤0.01% 1045
2024
Q3 		$239K Buy
+1,417
New +$240K ﹤0.01% 959

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

EP Wealth Advisors's KWR Position: Q2 2025 in Review

EP Wealth Advisors reduced its Quaker Houghton (KWR) stake by 1.5% in Q2 2025, selling an estimated $3.48K and leaving 2,064 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

EP Wealth Advisors first reported a position in KWR in Q3 2024 and has held it in 4 quarters since. The position peaked at $259K in Q1 2025. 275 funds tracked by Wall St. Rank hold KWR as of Q2 2025.

  • EP Wealth Advisors held 2,064 shares of Quaker Houghton worth $231K as of Q2 2025.
  • EP Wealth Advisors sold 32 Quaker Houghton shares in Q2 2025, an estimated $3.48K.
  • Quaker Houghton made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1168 holding.
  • EP Wealth Advisors first reported a position in Quaker Houghton in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's Quaker Houghton position peaked at $259K in Q1 2025.
  • 275 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.