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

Private 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 		$9.69K Hold
61
– – ﹤0.01% 589
2026
Q1 		$7.58K Hold
61
– – ﹤0.01% 615
2025
Q4 		$8.38K Hold
61
– – ﹤0.01% 571
2025
Q3 		$8.04K Hold
61
– – ﹤0.01% 596
2025
Q2 		$6.83K Buy
+61
New +$6.62K ﹤0.01% 631

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

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

Private Wealth Management Group held its Quaker Houghton (KWR) position steady in Q2 2026 at 61 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Private Wealth Management Group first reported a position in KWR in Q2 2025 and has held it in 5 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Private Wealth Management Group held 61 shares of Quaker Houghton worth $9.69K as of Q2 2026.
  • Private Wealth Management Group left its Quaker Houghton share count unchanged in Q2 2026.
  • Quaker Houghton made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #589 holding.
  • Private Wealth Management Group first reported a position in Quaker Houghton in Q2 2025 and has held it in 5 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.