F/M Investments’s Quaker Houghton KWR Stock Holding History

F/M Investments’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 Q1	–	Sell	-18,705	Closed	-$2.57M	–	396
2025 Q4	$2.57M	Sell	18,705 -455	-2%	-$61.4K	0.1%	209
2025 Q3	$2.52M	Buy	19,160 +6,568	+52%	+$864K	0.1%	212
2025 Q2	$1.41M	Buy	12,592 +81	+0.6%	+$8.79K	0.05%	278
2025 Q1	$1.55M	Buy	12,511 +38	+0.3%	+$5.16K	0.06%	260
2024 Q4	$1.76M	Sell	12,473 -17,360	-58%	-$2.74M	0.06%	240
2024 Q3	$5.03M	Sell	29,833 -746	-2%	-$126K	0.16%	166
2024 Q2	$5.19M	Buy	+30,579	New	+$5.65M	0.19%	157

Other funds holding KWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

F/M Investments's KWR Position: Q1 2026 in Review

F/M Investments sold out of Quaker Houghton (KWR) in Q1 2026, closing a stake of 18,705 shares — an estimated $2.57M sold.

F/M Investments first reported a position in KWR in Q2 2024 and held it in 7 quarters. The position peaked at $5.19M in Q2 2024. 285 funds tracked by Wall St. Rank hold KWR as of Q1 2026.

F/M Investments reported no remaining Quaker Houghton position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 18,705 Quaker Houghton shares in Q1 2026, an estimated $2.57M.
F/M Investments first reported a position in Quaker Houghton in Q2 2024 and held it in 7 quarters.
F/M Investments's Quaker Houghton position peaked at $5.19M in Q2 2024.
285 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.