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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
Q3 		$36.1K Hold
229
– – 0.02% 719
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

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DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $136M AUM 15.85% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's KWR Position: Q3 2026 in Review

Essential Partners held its Quaker Houghton (KWR) position steady in Q3 2026 at 229 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #719.

Essential Partners first reported a position in KWR in Q2 2025 and has held it in 6 quarters since. The position peaked at $38.2K in Q4 2025. 22 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • Essential Partners held 229 shares of Quaker Houghton worth $36.1K as of Q3 2026.
  • Essential Partners left its Quaker Houghton share count unchanged in Q3 2026.
  • Quaker Houghton made up 0.02% of Essential Partners's portfolio in Q3 2026, its #719 holding.
  • Essential Partners first reported a position in Quaker Houghton in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Quaker Houghton position peaked at $38.2K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.