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NewEdge Advisors’s Quaker Houghton KWR Stock Holding History

NewEdge Advisors’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 		$446K Buy
2,807
+160
+6% +$22.5K ﹤0.01% 2216
2026
Q1 		$329K Buy
2,647
+30
+1% +$4.43K ﹤0.01% 2273
2025
Q4 		$359K Buy
2,617
+2,596
+12,362% +$351K ﹤0.01% 2192
2025
Q3 		$2.77K Sell
21
-38
-64% -$5K ﹤0.01% 3704
2025
Q2 		$6.56K Buy
59
+1
+2% +$109 ﹤0.01% 3333
2025
Q1 		$7.22K Sell
58
-7
-11% -$950 ﹤0.01% 3197
2024
Q4 		$9.19K Hold
65
– – ﹤0.01% 3057
2024
Q3 		$11K Sell
65
-329
-84% -$55.6K ﹤0.01% 2909
2024
Q2 		$66.9K Sell
394
-30
-7% -$5.54K ﹤0.01% 2244
2024
Q1 		$87.1K Buy
424
+14
+3% +$2.78K ﹤0.01% 2108
2023
Q4 		$87.5K Buy
410
+170
+71% +$29.3K ﹤0.01% 1998
2023
Q3 		$38.4K Sell
240
-9
-4% -$1.61K ﹤0.01% 2175
2023
Q2 		$48.5K Buy
249
+17
+7% +$3.33K ﹤0.01% 2092
2023
Q1 		$45.9K Sell
232
-156
-40% -$29.8K ﹤0.01% 2040
2022
Q4 		$20.7K Buy
+388
New +$65.3K ﹤0.01% 2109
2017
Q3 		– Sell
-60
Closed -$8.79K – 774
2017
Q2 		$8.79K Buy
+60
New +$8.49K ﹤0.01% 1010

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

NewEdge Advisors's KWR Position: Q2 2026 in Review

NewEdge Advisors increased its Quaker Houghton (KWR) stake by 6% in Q2 2026, buying an estimated $22.5K and bringing the position to 2,807 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

NewEdge Advisors first reported a position in KWR in Q2 2017 and has held it in 16 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • NewEdge Advisors held 2,807 shares of Quaker Houghton worth $446K as of Q2 2026.
  • NewEdge Advisors bought 160 Quaker Houghton shares in Q2 2026, an estimated $22.5K.
  • Quaker Houghton made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2216 holding.
  • NewEdge Advisors first reported a position in Quaker Houghton in Q2 2017 and has held it in 16 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.