Jones Financial Companies
KWR icon

Jones Financial Companies’s Quaker Houghton KWR Stock Holding History

Jones Financial Companies’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 		$2.66M Buy
16,562
+6,709
+68% +$943K ﹤0.01% 1455
2026
Q1 		$1.23M Buy
9,853
+9,720
+7,308% +$1.44M ﹤0.01% 1630
2025
Q4 		$18.3K Buy
133
+82
+161% +$11.1K ﹤0.01% 2970
2025
Q3 		$6.76K Buy
51
+27
+113% +$3.55K ﹤0.01% 3244
2025
Q2 		$2.7K Buy
24
+21
+700% +$2.28K ﹤0.01% 3364
2025
Q1 		$377 Buy
+3
New +$407 ﹤0.01% 3545
2022
Q3 		– Sell
-5
Closed -$1K – 646
2022
Q2 		$1K Buy
+5
New +$774 ﹤0.01% 655
2021
Q1 		– Sell
-6
Closed -$2K – 824
2020
Q4 		$2K Buy
+6
New +$1.35K ﹤0.01% 609

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

Jones Financial Companies's KWR Position: Q2 2026 in Review

Jones Financial Companies increased its Quaker Houghton (KWR) stake by 68% in Q2 2026, buying an estimated $943K and bringing the position to 16,562 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Jones Financial Companies first reported a position in KWR in Q4 2020 and has held it in 8 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Jones Financial Companies held 16,562 shares of Quaker Houghton worth $2.66M as of Q2 2026.
  • Jones Financial Companies bought 6,709 Quaker Houghton shares in Q2 2026, an estimated $943K.
  • Quaker Houghton made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1455 holding.
  • Jones Financial Companies first reported a position in Quaker Houghton in Q4 2020 and has held it in 8 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.