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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RA
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
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

Personal CFO Solutions's KWR Position: Q1 2026 in Review

Personal CFO Solutions increased its Quaker Houghton (KWR) stake by 30% in Q1 2026, buying an estimated $69.7K and bringing the position to 2,042 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #434.

Personal CFO Solutions first reported a position in KWR in Q2 2020 and has held it in 20 quarters since. The position peaked at $292K in Q4 2023. 285 funds tracked by Wall St. Rank hold KWR as of Q1 2026.

  • Personal CFO Solutions held 2,042 shares of Quaker Houghton worth $254K as of Q1 2026.
  • Personal CFO Solutions bought 472 Quaker Houghton shares in Q1 2026, an estimated $69.7K.
  • Quaker Houghton made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #434 holding.
  • Personal CFO Solutions first reported a position in Quaker Houghton in Q2 2020 and has held it in 20 quarters since.
  • Personal CFO Solutions's Quaker Houghton position peaked at $292K in Q4 2023.
  • 285 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.