GWM
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Gilpin Wealth Management’s Quaker Houghton KWR Stock Holding History

Gilpin Wealth Management’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 		$316 Hold
2
– – ﹤0.01% 989
2026
Q2 		$318 Buy
2
+1
+100% +$141 ﹤0.01% 811
2026
Q1 		$125 Sell
1
-1
-50% -$148 ﹤0.01% 933
2025
Q4 		$275 Buy
+2
New +$270 ﹤0.01% 569

Other funds holding KWR

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Gilpin Wealth Management's KWR Position: Q3 2026 in Review

Gilpin Wealth Management held its Quaker Houghton (KWR) position steady in Q3 2026 at 2 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Gilpin Wealth Management first reported a position in KWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $318 in Q2 2026. 11 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Quaker Houghton worth $316 as of Q3 2026.
  • Gilpin Wealth Management left its Quaker Houghton share count unchanged in Q3 2026.
  • Quaker Houghton made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #989 holding.
  • Gilpin Wealth Management first reported a position in Quaker Houghton in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Quaker Houghton position peaked at $318 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.