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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 $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Principal Securities's KWR Position: Q4 2025 in Review

Principal Securities sold out of Quaker Houghton (KWR) in Q4 2025, closing a stake of 258 shares — an estimated $34K sold.

Principal Securities first reported a position in KWR in Q4 2023 and held it in 8 quarters. The position peaked at $34K in Q3 2025. 289 funds tracked by Wall St. Rank hold KWR as of Q4 2025.

  • Principal Securities reported no remaining Quaker Houghton position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 258 Quaker Houghton shares in Q4 2025, an estimated $34K.
  • Principal Securities first reported a position in Quaker Houghton in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Quaker Houghton position peaked at $34K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Quaker Houghton as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.