FFA
KWR icon

Farther Finance Advisors’s Quaker Houghton KWR Stock Holding History

Farther Finance 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
Q3 		$36.3K Buy
230
+24
+12% +$3.82K ﹤0.01% 3675
2026
Q2 		$32.7K Buy
206
+39
+23% +$5.48K ﹤0.01% 3598
2026
Q1 		$20.7K Sell
167
-106
-39% -$15.7K ﹤0.01% 3629
2025
Q4 		$37.5K Buy
273
+170
+165% +$23K ﹤0.01% 3002
2025
Q3 		$13.6K Buy
103
+99
+2,475% +$13K ﹤0.01% 3275
2025
Q2 		$448 Buy
4
+3
+300% +$326 ﹤0.01% 4063
2025
Q1 		$124 Sell
1
-1
-50% -$136 ﹤0.01% 4041
2024
Q4 		$282 Sell
2
-3
-60% -$473 ﹤0.01% 3573
2024
Q3 		$845 Sell
5
-21
-81% -$3.55K ﹤0.01% 3291
2024
Q2 		$4.39K Buy
26
+23
+767% +$4.25K ﹤0.01% 2455
2024
Q1 		$608 Hold
3
– – ﹤0.01% 2959
2023
Q4 		$640 Buy
+3
New +$517 ﹤0.01% 2890

Other funds holding KWR

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DRZID
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
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
GI
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's KWR Position: Q3 2026 in Review

Farther Finance Advisors increased its Quaker Houghton (KWR) stake by 12% in Q3 2026, buying an estimated $3.82K and bringing the position to 230 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3675.

Farther Finance Advisors first reported a position in KWR in Q4 2023 and has held it in 12 quarters since. The position peaked at $37.5K in Q4 2025. 18 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • Farther Finance Advisors held 230 shares of Quaker Houghton worth $36.3K as of Q3 2026.
  • Farther Finance Advisors bought 24 Quaker Houghton shares in Q3 2026, an estimated $3.82K.
  • Quaker Houghton made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3675 holding.
  • Farther Finance Advisors first reported a position in Quaker Houghton in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Quaker Houghton position peaked at $37.5K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.