LRI Investments’s Quaker Houghton KWR Stock Holding History

LRI Investments’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	$318	Sell	2 -18	-90%	-$2.53K	﹤0.01%	1632
2026 Q1	$2.48K	Sell	20 -1	-5%	-$148	﹤0.01%	1234
2025 Q4	$2.87K	Hold	21	–	–	﹤0.01%	1142
2025 Q3	$2.76K	Buy	21 +8	+62%	+$1.05K	﹤0.01%	1158
2025 Q2	$1.46K	Hold	13	–	–	﹤0.01%	1190
2025 Q1	$1.61K	Hold	13	–	–	﹤0.01%	1121
2024 Q4	$1.84K	Hold	13	–	–	﹤0.01%	1080
2024 Q3	$2.2K	Hold	13	–	–	﹤0.01%	1068
2024 Q2	$2.21K	Buy	+13	New	+$2.4K	﹤0.01%	1042

Other funds holding KWR

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return