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JFS Wealth Advisors’s Quaker Houghton KWR Stock Holding History

JFS Wealth 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
Q2 		$2.38K Buy
15
+2
+15% +$281 ﹤0.01% 1556
2026
Q1 		$1.61K Buy
13
+1
+8% +$148 ﹤0.01% 1568
2025
Q4 		$1.65K Buy
12
+6
+100% +$810 ﹤0.01% 1605
2025
Q3 		$791 Buy
+6
New +$789 ﹤0.01% 1669
2025
Q2 		– Sell
-5
Closed -$619 – 1925
2025
Q1 		$619 Sell
5
-6
-55% -$814 ﹤0.01% 1742
2024
Q4 		$1.55K Hold
11
– – ﹤0.01% 1567
2024
Q3 		$1.85K Hold
11
– – ﹤0.01% 1519
2024
Q2 		$1.87K Hold
11
– – ﹤0.01% 1458
2024
Q1 		$2.26K Hold
11
– – ﹤0.01% 1398
2023
Q4 		$2.35K Hold
11
– – ﹤0.01% 1358
2023
Q3 		$1.76K Hold
11
– – ﹤0.01% 1410
2023
Q2 		$2.14K Hold
11
– – ﹤0.01% 1360
2023
Q1 		$2.18K Hold
11
– – ﹤0.01% 1325
2022
Q4 		$1.84K Sell
11
-3
-21% -$505 ﹤0.01% 1404
2022
Q3 		$2K Buy
14
+2
+17% +$328 ﹤0.01% 1344
2022
Q2 		$2K Buy
12
+7
+140% +$1.08K ﹤0.01% 1337
2022
Q1 		$1K Buy
5
+1
+25% +$199 ﹤0.01% 1669
2021
Q4 		$1K Buy
+4
New +$968 ﹤0.01% 1433

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JFS Wealth Advisors's KWR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Quaker Houghton (KWR) stake by 15% in Q2 2026, buying an estimated $281 and bringing the position to 15 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

JFS Wealth Advisors first reported a position in KWR in Q4 2021 and has held it in 18 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • JFS Wealth Advisors held 15 shares of Quaker Houghton worth $2.38K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Quaker Houghton shares in Q2 2026, an estimated $281.
  • Quaker Houghton made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1556 holding.
  • JFS Wealth Advisors first reported a position in Quaker Houghton in Q4 2021 and has held it in 18 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.