KAS
KWR icon

Kestra Advisory Services’s Quaker Houghton KWR Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-377
Closed -$51.7K – 3817
2025
Q4 		$51.7K Buy
+377
New +$50.9K ﹤0.01% 3913

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
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Kestra Advisory Services's KWR Position: Q1 2026 in Review

Kestra Advisory Services sold out of Quaker Houghton (KWR) in Q1 2026, closing a stake of 377 shares — an estimated $51.7K sold.

Kestra Advisory Services first reported a position in KWR in Q4 2025 and held it in 1 quarter. The position peaked at $51.7K in Q4 2025. 285 funds tracked by Wall St. Rank hold KWR as of Q1 2026.

  • Kestra Advisory Services reported no remaining Quaker Houghton position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 377 Quaker Houghton shares in Q1 2026, an estimated $51.7K.
  • Kestra Advisory Services first reported a position in Quaker Houghton in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Quaker Houghton position peaked at $51.7K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.