Mather Group’s Quaker Houghton KWR Stock Holding History

Mather Group’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 Q1	$12.9K	Buy	+104	New	+$15.4K	﹤0.01%	1383
2025 Q4	–	Sell	-104	Closed	-$13.7K	–	1196
2025 Q3	$13.7K	Buy	+104	New	+$13.7K	﹤0.01%	1201
2025 Q2	–	Sell	-162	Closed	-$20K	–	1223
2025 Q1	$20K	Sell	162 -16	-9%	-$2.17K	﹤0.01%	1096
2024 Q4	$25.1K	Hold	178	–	–	﹤0.01%	1031
2024 Q3	$30K	Sell	178 -14	-7%	-$2.37K	﹤0.01%	971
2024 Q2	$39.4K	Sell	192 -1	-0.5%	-$185	﹤0.01%	1063
2024 Q1	$41.2K	Buy	+193	New	+$38.3K	﹤0.01%	916

Other funds holding KWR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return