PCS
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Personal CFO Solutions’s Quaker Houghton KWR Stock Holding History

Personal CFO Solutions’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 		$324K Sell
2,040
-2
-0.1% -$281 0.05% 371
2026
Q1 		$254K Buy
2,042
+472
+30% +$69.7K 0.04% 434
2025
Q4 		$216K Buy
1,570
+4
+0.3% +$540 0.03% 480
2025
Q3 		$206K Buy
+1,566
New +$206K 0.04% 481
2025
Q1 		– Sell
-1,597
Closed -$225K – 477
2024
Q4 		$225K Sell
1,597
-60
-4% -$9.47K 0.04% 411
2024
Q3 		$279K Buy
1,657
+207
+14% +$35K 0.04% 446
2024
Q2 		$246K Buy
1,450
+67
+5% +$12.4K 0.04% 442
2024
Q1 		$284K Buy
1,383
+14
+1% +$2.78K 0.04% 412
2023
Q4 		$292K Buy
1,369
+102
+8% +$17.6K 0.05% 381
2023
Q3 		$203K Buy
1,267
+23
+2% +$4.11K 0.04% 433
2023
Q2 		$242K Buy
1,244
+27
+2% +$5.28K 0.05% 392
2023
Q1 		$241K Sell
1,217
-2
-0.2% -$383 0.05% 382
2022
Q4 		$203K Buy
+1,219
New +$205K 0.04% 421
2022
Q2 		– Sell
-1,162
Closed -$201K – 473
2022
Q1 		$201K Buy
1,162
+57
+5% +$11.3K 0.04% 439
2021
Q4 		$255K Buy
1,105
+24
+2% +$5.81K 0.05% 373
2021
Q3 		$257K Buy
1,081
+40
+4% +$9.82K 0.05% 347
2021
Q2 		$247K Buy
1,041
+70
+7% +$16.7K 0.05% 353
2021
Q1 		$237K Sell
971
-178
-15% -$47.5K 0.05% 334
2020
Q4 		$291K Buy
1,149
+33
+3% +$7.46K 0.07% 253
2020
Q3 		$0 Sell
1,116
-7
-0.6% -$1.34K ﹤0.01% 247
2020
Q2 		$209K Buy
+1,123
New +$176K 0.06% 282

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

Personal CFO Solutions's KWR Position: Q2 2026 in Review

Personal CFO Solutions reduced its Quaker Houghton (KWR) stake by 0.1% in Q2 2026, selling an estimated $281 and leaving 2,040 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #371.

Personal CFO Solutions first reported a position in KWR in Q2 2020 and has held it in 21 quarters since. 314 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Personal CFO Solutions held 2,040 shares of Quaker Houghton worth $324K as of Q2 2026.
  • Personal CFO Solutions sold 2 Quaker Houghton shares in Q2 2026, an estimated $281.
  • Quaker Houghton made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #371 holding.
  • Personal CFO Solutions first reported a position in Quaker Houghton in Q2 2020 and has held it in 21 quarters since.
  • 314 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.