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Larson Financial Group’s Quaker Houghton KWR Stock Holding History

Larson Financial Group’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 		$18.4K Sell
116
-46
-28% -$6.46K ﹤0.01% 2054
2026
Q1 		$20.1K Buy
162
+25
+18% +$3.69K ﹤0.01% 1845
2025
Q4 		$18.8K Sell
137
-24
-15% -$3.24K ﹤0.01% 1760
2025
Q3 		$21.2K Buy
161
+51
+46% +$6.71K ﹤0.01% 1614
2025
Q2 		$12.3K Buy
+110
New +$11.9K ﹤0.01% 1708

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

Larson Financial Group's KWR Position: Q2 2026 in Review

Larson Financial Group reduced its Quaker Houghton (KWR) stake by 28% in Q2 2026, selling an estimated $6.46K and leaving 116 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Larson Financial Group first reported a position in KWR in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.2K in Q3 2025. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Larson Financial Group held 116 shares of Quaker Houghton worth $18.4K as of Q2 2026.
  • Larson Financial Group sold 46 Quaker Houghton shares in Q2 2026, an estimated $6.46K.
  • Quaker Houghton made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2054 holding.
  • Larson Financial Group first reported a position in Quaker Houghton in Q2 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Quaker Houghton position peaked at $21.2K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

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