Root Financial Partners
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Root Financial Partners’s Quaker Houghton KWR Stock Holding History

Root Financial Partners’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
Q3 		$16.7K Buy
+106
New +$16.9K ﹤0.01% 1652
2026
Q2 		– Sell
-72
Closed -$8.94K – 1922
2026
Q1 		$8.94K Hold
72
– – ﹤0.01% 1726
2025
Q4 		$9.9K Buy
72
+5
+7% +$675 ﹤0.01% 1497
2025
Q3 		$8.83K Buy
+67
New +$8.81K ﹤0.01% 1501

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Root Financial Partners's KWR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Quaker Houghton (KWR) in Q3 2026: 106 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #1652 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KWR as recently as Q1 2026.

Root Financial Partners first reported a position in KWR in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • Root Financial Partners held 106 shares of Quaker Houghton worth $16.7K as of Q3 2026.
  • Quaker Houghton was a new Root Financial Partners position in Q3 2026.
  • Quaker Houghton made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1652 holding.
  • Root Financial Partners first reported a position in Quaker Houghton in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.