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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return