LWAM
KWR icon

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
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

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

Legacy Wealth Asset Management's KWR Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Quaker Houghton (KWR) stake by 14% in Q2 2026, selling an estimated $30.9K and leaving 1,390 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #357.

Legacy Wealth Asset Management first reported a position in KWR in Q1 2026 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Legacy Wealth Asset Management held 1,390 shares of Quaker Houghton worth $221K as of Q2 2026.
  • Legacy Wealth Asset Management sold 220 Quaker Houghton shares in Q2 2026, an estimated $30.9K.
  • Quaker Houghton made up 0.05% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #357 holding.
  • Legacy Wealth Asset Management first reported a position in Quaker Houghton in Q1 2026 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.