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Plato Investment Management’s Quaker Houghton KWR Stock Holding History

Plato Investment Management’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 		– Sell
-9
Closed -$1.12K – 541
2026
Q1 		$1.12K Hold
9
– – ﹤0.01% 506
2025
Q4 		$1.24K Hold
9
– – ﹤0.01% 502
2025
Q3 		$1.18K Hold
9
– – ﹤0.01% 507
2025
Q2 		$1K Buy
9
+1
+13% +$109 ﹤0.01% 510
2025
Q1 		$1K Hold
8
– – ﹤0.01% 523
2024
Q4 		$1.13K Hold
8
– – ﹤0.01% 575
2024
Q3 		$1.35K Hold
8
– – ﹤0.01% 531
2024
Q2 		$1.36K Hold
8
– – ﹤0.01% 480
2024
Q1 		$1.64K Hold
8
– – ﹤0.01% 467
2023
Q4 		$1.71K Buy
+8
New +$1.38K ﹤0.01% 420

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

Plato Investment Management's KWR Position: Q2 2026 in Review

Plato Investment Management sold out of Quaker Houghton (KWR) in Q2 2026, closing a stake of 9 shares — an estimated $1.12K sold.

Plato Investment Management first reported a position in KWR in Q4 2023 and held it in 10 quarters. The position peaked at $1.71K in Q4 2023. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Plato Investment Management reported no remaining Quaker Houghton position as of Q2 2026 after selling out during the quarter.
  • Plato Investment Management sold 9 Quaker Houghton shares in Q2 2026, an estimated $1.12K.
  • Plato Investment Management first reported a position in Quaker Houghton in Q4 2023 and held it in 10 quarters.
  • Plato Investment Management's Quaker Houghton position peaked at $1.71K in Q4 2023.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.