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Rise Advisors’s Quaker Houghton KWR Stock Holding History

Rise Advisors’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
-75
Closed -$9.92K – 825
2025
Q3 		$9.92K Hold
75
– – ﹤0.01% 1003
2025
Q2 		$8.39K Hold
75
– – ﹤0.01% 1070
2025
Q1 		$9.23K Buy
75
+20
+36% +$2.71K ﹤0.01% 1027
2024
Q4 		$7.8K Hold
55
– – ﹤0.01% 1026
2024
Q3 		$9.31K Hold
55
– – ﹤0.01% 1020
2024
Q2 		$9.36K Hold
55
– – 0.01% 1031
2024
Q1 		$11.3K Buy
+55
New +$10.9K 0.01% 1024

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

Rise Advisors's KWR Position: Q4 2025 in Review

Rise Advisors sold out of Quaker Houghton (KWR) in Q4 2025, closing a stake of 75 shares — an estimated $9.92K sold.

Rise Advisors first reported a position in KWR in Q1 2024 and held it in 7 quarters. The position peaked at $11.3K in Q1 2024. 289 funds tracked by Wall St. Rank hold KWR as of Q4 2025.

  • Rise Advisors reported no remaining Quaker Houghton position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 75 Quaker Houghton shares in Q4 2025, an estimated $9.92K.
  • Rise Advisors first reported a position in Quaker Houghton in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Quaker Houghton position peaked at $11.3K in Q1 2024.
  • 289 funds tracked by Wall St. Rank held Quaker Houghton as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.