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Plante Moran Financial Advisors’s Quaker Houghton KWR Stock Holding History

Plante Moran Financial 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 		$1.11K Buy
+7
New +$984 ﹤0.01% 875
2022
Q3 		– Sell
-8
Closed -$1K – 974
2022
Q2 		$1K Buy
+8
New +$1.24K ﹤0.01% 918
2018
Q1 		– Sell
-4
Closed -$1K – 984
2017
Q4 		$1K Buy
+4
New +$619 ﹤0.01% 835

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

Plante Moran Financial Advisors's KWR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Quaker Houghton (KWR) in Q2 2026: 7 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in KWR as recently as Q2 2022.

Plante Moran Financial Advisors first reported a position in KWR in Q4 2017 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Plante Moran Financial Advisors held 7 shares of Quaker Houghton worth $1.11K as of Q2 2026.
  • Quaker Houghton was a new Plante Moran Financial Advisors position in Q2 2026.
  • Quaker Houghton made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #875 holding.
  • Plante Moran Financial Advisors first reported a position in Quaker Houghton in Q4 2017 and has held it in 3 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.