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Essential Partners’s Quaker Houghton KWR Stock Holding History

Essential Partners’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 		$36.4K Sell
229
-39
-15% -$5.48K 0.02% 695
2026
Q1 		$33.3K Sell
268
-10
-4% -$1.48K 0.01% 730
2025
Q4 		$38.2K Buy
278
+14
+5% +$1.89K 0.01% 689
2025
Q3 		$34.8K Hold
264
– – 0.01% 715
2025
Q2 		$29.6K Buy
+264
New +$28.7K 0.01% 578

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

Essential Partners's KWR Position: Q2 2026 in Review

Essential Partners reduced its Quaker Houghton (KWR) stake by 15% in Q2 2026, selling an estimated $5.48K and leaving 229 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #695.

Essential Partners first reported a position in KWR in Q2 2025 and has held it in 5 quarters since. The position peaked at $38.2K in Q4 2025. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Essential Partners held 229 shares of Quaker Houghton worth $36.4K as of Q2 2026.
  • Essential Partners sold 39 Quaker Houghton shares in Q2 2026, an estimated $5.48K.
  • Quaker Houghton made up 0.02% of Essential Partners's portfolio in Q2 2026, its #695 holding.
  • Essential Partners first reported a position in Quaker Houghton in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Quaker Houghton position peaked at $38.2K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.