FFO
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Fortitude Family Office’s Quaker Houghton KWR Stock Holding History

Fortitude Family Office’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 		$4.42K Buy
28
+12
+75% +$1.91K ﹤0.01% 1633
2026
Q2 		$2.54K Hold
16
– – ﹤0.01% 1393
2026
Q1 		$1.99K Buy
16
+4
+33% +$591 ﹤0.01% 1285
2025
Q4 		$1.65K Buy
12
+2
+20% +$270 ﹤0.01% 1252
2025
Q3 		$1.32K Buy
10
+2
+25% +$263 ﹤0.01% 1426
2025
Q2 		$896 Buy
+8
New +$869 ﹤0.01% 1568
2025
Q1 		– Sell
-5
Closed -$704 – 1228
2024
Q4 		$704 Sell
5
-3
-38% -$473 ﹤0.01% 1185
2024
Q3 		$1.35K Buy
+8
New +$1.35K ﹤0.01% 1061

Other funds holding KWR

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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

Fortitude Family Office's KWR Position: Q3 2026 in Review

Fortitude Family Office increased its Quaker Houghton (KWR) stake by 75% in Q3 2026, buying an estimated $1.91K and bringing the position to 28 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Fortitude Family Office first reported a position in KWR in Q3 2024 and has held it in 8 quarters since. 26 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • Fortitude Family Office held 28 shares of Quaker Houghton worth $4.42K as of Q3 2026.
  • Fortitude Family Office bought 12 Quaker Houghton shares in Q3 2026, an estimated $1.91K.
  • Quaker Houghton made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1633 holding.
  • Fortitude Family Office first reported a position in Quaker Houghton in Q3 2024 and has held it in 8 quarters since.
  • 26 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.