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Global Financial Private Client’s Quaker Houghton KWR Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-3
Closed -$371 – 960
2025
Q1 		$371 Buy
3
+2
+200% +$271 ﹤0.01% 1386
2024
Q4 		$141 Buy
+1
New +$158 ﹤0.01% 1396

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Global Financial Private Client's KWR Position: Q2 2025 in Review

Global Financial Private Client sold out of Quaker Houghton (KWR) in Q2 2025, closing a stake of 3 shares — an estimated $371 sold.

Global Financial Private Client first reported a position in KWR in Q4 2024 and held it in 2 quarters. The position peaked at $371 in Q1 2025. 275 funds tracked by Wall St. Rank hold KWR as of Q2 2025.

  • Global Financial Private Client reported no remaining Quaker Houghton position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 Quaker Houghton shares in Q2 2025, an estimated $371.
  • Global Financial Private Client first reported a position in Quaker Houghton in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Quaker Houghton position peaked at $371 in Q1 2025.
  • 275 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.