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Principal Securities’s Quaker Houghton KWR Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-258
Closed -$34K – 2562
2025
Q3 		$34K Buy
258
+134
+108% +$17.6K ﹤0.01% 2144
2025
Q2 		$13.9K Buy
124
+11
+10% +$1.19K ﹤0.01% 2484
2025
Q1 		$15.9K Hold
113
– – ﹤0.01% 2331
2024
Q4 		$15.9K Sell
113
-1
-0.9% -$158 ﹤0.01% 2327
2024
Q3 		$19.2K Buy
114
+3
+3% +$507 ﹤0.01% 2140
2024
Q2 		$18.8K Buy
111
+18
+19% +$3.33K ﹤0.01% 2090
2024
Q1 		$19.1K Sell
93
-1
-1% -$198 ﹤0.01% 2026
2023
Q4 		$20.1K Buy
+94
New +$16.2K ﹤0.01% 1920

Other funds holding KWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return