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Pinnacle Wealth Planning Services’s Quaker Houghton KWR Stock Holding History

Pinnacle Wealth Planning Services’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 		$66.9K Buy
421
+12
+3% +$1.69K 0.01% 1090
2026
Q1 		$50.8K Buy
409
+118
+41% +$17.4K 0.01% 1194
2025
Q4 		$40K Buy
+291
New +$39.3K ﹤0.01% 1361
2021
Q1 		– Sell
-65
Closed -$17K – 1210
2020
Q4 		$17K Buy
+65
New +$14.7K ﹤0.01% 1216

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

Pinnacle Wealth Planning Services's KWR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Quaker Houghton (KWR) stake by 2.9% in Q2 2026, buying an estimated $1.69K and bringing the position to 421 shares worth $66.9K. The position accounts for 0.01% of the portfolio, ranked #1090.

Pinnacle Wealth Planning Services first reported a position in KWR in Q4 2020 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 421 shares of Quaker Houghton worth $66.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 12 Quaker Houghton shares in Q2 2026, an estimated $1.69K.
  • Quaker Houghton made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1090 holding.
  • Pinnacle Wealth Planning Services first reported a position in Quaker Houghton in Q4 2020 and has held it in 4 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.