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MassMutual Private Wealth & Trust’s Quaker Houghton KWR Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.42K Sell
9
-10
-53% -$1.59K ﹤0.01% 2030
2026
Q2 		$3.02K Buy
19
+10
+111% +$1.41K ﹤0.01% 1874
2026
Q1 		$1.12K Sell
9
-31
-78% -$4.58K ﹤0.01% 2112
2025
Q4 		$5.49K Buy
40
+20
+100% +$2.7K ﹤0.01% 1643
2025
Q3 		$2.63K Buy
20
+11
+122% +$1.45K ﹤0.01% 1910
2025
Q2 		$1.01K Buy
9
+1
+13% +$109 ﹤0.01% 2123
2025
Q1 		$989 Buy
+8
New +$1.08K ﹤0.01% 2131
2024
Q4 		– Sell
-16
Closed -$2.7K – 2331
2024
Q3 		$2.7K Hold
16
– – ﹤0.01% 1567
2024
Q2 		$2.71K Hold
16
– – ﹤0.01% 1532
2024
Q1 		$3.28K Hold
16
– – ﹤0.01% 1393
2023
Q4 		$3.42K Buy
16
+9
+129% +$1.55K ﹤0.01% 1346
2023
Q3 		$1.12K Sell
7
-12
-63% -$2.14K ﹤0.01% 1662
2023
Q2 		$3.7K Hold
19
– – ﹤0.01% 1299
2023
Q1 		$3.76K Buy
19
+5
+36% +$956 ﹤0.01% 1221
2022
Q4 		$2K Sell
14
-4
-22% -$673 ﹤0.01% 1275
2022
Q3 		$3K Buy
+18
New +$2.95K ﹤0.01% 1096
2022
Q2 		– Sell
-6
Closed -$1K – 1620
2022
Q1 		$1K Buy
+6
New +$1.19K ﹤0.01% 1358
2018
Q1 		– Sell
-11
Closed -$1.66K – 1037
2017
Q4 		$1.66K Buy
+11
New +$1.7K ﹤0.01% 783

Other funds holding KWR

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
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
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

MassMutual Private Wealth & Trust's KWR Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Quaker Houghton (KWR) stake by 53% in Q3 2026, selling an estimated $1.59K and leaving 9 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

MassMutual Private Wealth & Trust first reported a position in KWR in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.49K in Q4 2025. 11 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • MassMutual Private Wealth & Trust held 9 shares of Quaker Houghton worth $1.42K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 10 Quaker Houghton shares in Q3 2026, an estimated $1.59K.
  • Quaker Houghton made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2030 holding.
  • MassMutual Private Wealth & Trust first reported a position in Quaker Houghton in Q4 2017 and has held it in 18 quarters since.
  • MassMutual Private Wealth & Trust's Quaker Houghton position peaked at $5.49K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.