Prestige Wealth Management Group’s Quaker Houghton KWR Stock Holding History

Prestige Wealth Management Group’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	-5	Closed	-$622	–	1121
2026 Q1	$622	Hold	5	–	–	﹤0.01%	937
2025 Q4	$687	Hold	5	–	–	﹤0.01%	914
2025 Q3	$659	Hold	5	–	–	﹤0.01%	908
2025 Q2	$560	Sell	5 -3	-38%	-$326	﹤0.01%	924
2025 Q1	$989	Hold	8	–	–	﹤0.01%	856
2024 Q4	$1.13K	Hold	8	–	–	﹤0.01%	869
2024 Q3	$1.35K	Hold	8	–	–	﹤0.01%	840
2024 Q2	$1.36K	Hold	8	–	–	﹤0.01%	791
2024 Q1	$1.64K	Hold	8	–	–	﹤0.01%	788
2023 Q4	$1.71K	Hold	8	–	–	﹤0.01%	775
2023 Q3	$1.28K	Hold	8	–	–	﹤0.01%	837
2023 Q2	$1.56K	Hold	8	–	–	﹤0.01%	817
2023 Q1	$1.58K	Sell	8 -14	-64%	-$2.68K	﹤0.01%	793
2022 Q4	$3.67K	Buy	22 +14	+175%	+$2.35K	﹤0.01%	693
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	865
2022 Q2	$1K	Buy	8 +3	+60%	+$464	﹤0.01%	877
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	890
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	915
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	903
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	892
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	885
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	856
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	792
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	793
2020 Q1	$1K	Buy	+5	New	+$811	﹤0.01%	780
2019 Q1	–	Sell	-5	Closed	-$1K	–	844
2018 Q4	$1K	Buy	+5	New	+$964	﹤0.01%	1053

Other funds holding KWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Prestige Wealth Management Group's KWR Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of Quaker Houghton (KWR) in Q2 2026, closing a stake of 5 shares — an estimated $622 sold.

Prestige Wealth Management Group first reported a position in KWR in Q4 2018 and held it in 26 quarters. The position peaked at $3.67K in Q4 2022. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

Prestige Wealth Management Group reported no remaining Quaker Houghton position as of Q2 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 5 Quaker Houghton shares in Q2 2026, an estimated $622.
Prestige Wealth Management Group first reported a position in Quaker Houghton in Q4 2018 and held it in 26 quarters.
Prestige Wealth Management Group's Quaker Houghton position peaked at $3.67K in Q4 2022.
313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.