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Legacy Wealth Asset Management’s Quaker Houghton KWR Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$203K Sell
1,285
-105
-8% -$16.7K 0.04% 350
2026
Q2 		$221K Sell
1,390
-220
-14% -$30.9K 0.05% 357
2026
Q1 		$200K Buy
+1,610
New +$238K 0.05% 372

Other funds holding KWR

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Legacy Wealth Asset Management's KWR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Quaker Houghton (KWR) stake by 7.6% in Q3 2026, selling an estimated $16.7K and leaving 1,285 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #350.

Legacy Wealth Asset Management first reported a position in KWR in Q1 2026 and has held it in 3 quarters since. The position peaked at $221K in Q2 2026. 11 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • Legacy Wealth Asset Management held 1,285 shares of Quaker Houghton worth $203K as of Q3 2026.
  • Legacy Wealth Asset Management sold 105 Quaker Houghton shares in Q3 2026, an estimated $16.7K.
  • Quaker Houghton made up 0.04% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #350 holding.
  • Legacy Wealth Asset Management first reported a position in Quaker Houghton in Q1 2026 and has held it in 3 quarters since.
  • Legacy Wealth Asset Management's Quaker Houghton position peaked at $221K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.