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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

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

LRI Investments's KWR Position: Q2 2026 in Review

LRI Investments reduced its Quaker Houghton (KWR) stake by 90% in Q2 2026, selling an estimated $2.53K and leaving 2 shares worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

LRI Investments first reported a position in KWR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.87K in Q4 2025. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • LRI Investments held 2 shares of Quaker Houghton worth $318 as of Q2 2026.
  • LRI Investments sold 18 Quaker Houghton shares in Q2 2026, an estimated $2.53K.
  • Quaker Houghton made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1632 holding.
  • LRI Investments first reported a position in Quaker Houghton in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Quaker Houghton position peaked at $2.87K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.