KAS
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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

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VCM
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State Street
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GKIM
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William Blair Investment Management
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