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EverSource Wealth Advisors’s Quaker Houghton KWR Stock Holding History

EverSource 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
2026
Q2 		$43.7K Sell
275
-69
-20% -$9.7K ﹤0.01% 1863
2026
Q1 		$42.7K Buy
344
+117
+52% +$17.3K ﹤0.01% 2016
2025
Q4 		$31.2K Sell
227
-26
-10% -$3.51K ﹤0.01% 2080
2025
Q3 		$33.3K Sell
253
-51
-17% -$6.71K ﹤0.01% 1997
2025
Q2 		$34K Buy
304
+225
+285% +$24.4K ﹤0.01% 1884
2025
Q1 		$9.77K Buy
79
+64
+427% +$8.68K ﹤0.01% 2121
2024
Q4 		$2.11K Sell
15
-6
-29% -$947 ﹤0.01% 2694
2024
Q3 		$3.54K Sell
21
-20
-49% -$3.38K ﹤0.01% 2358
2024
Q2 		$7.44K Sell
41
-7
-15% -$1.29K ﹤0.01% 2026
2024
Q1 		$8.95K Buy
+48
New +$9.52K ﹤0.01% 1749
2023
Q1 		– Sell
-15
Closed -$2.5K – 2464
2022
Q4 		$2.5K Hold
15
– – ﹤0.01% 1843
2022
Q3 		$2K Hold
15
– – ﹤0.01% 1685
2022
Q2 		$2K Sell
15
-68
-82% -$10.5K ﹤0.01% 1521
2022
Q1 		$14K Buy
83
+15
+22% +$2.98K ﹤0.01% 844
2021
Q4 		$16K Buy
+68
New +$16.5K ﹤0.01% 773

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

EverSource Wealth Advisors's KWR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Quaker Houghton (KWR) stake by 20% in Q2 2026, selling an estimated $9.7K and leaving 275 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

EverSource Wealth Advisors first reported a position in KWR in Q4 2021 and has held it in 15 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • EverSource Wealth Advisors held 275 shares of Quaker Houghton worth $43.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 69 Quaker Houghton shares in Q2 2026, an estimated $9.7K.
  • Quaker Houghton made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1863 holding.
  • EverSource Wealth Advisors first reported a position in Quaker Houghton in Q4 2021 and has held it in 15 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.