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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
Q1 		$8.95K Hold
72
– – ﹤0.01% 1726
2025
Q4 		$9.89K Buy
72
+5
+7% +$675 ﹤0.01% 1497
2025
Q3 		$8.83K Buy
+67
New +$8.81K ﹤0.01% 1501

Other funds holding KWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Root Financial Partners's KWR Position: Q1 2026 in Review

Root Financial Partners held its Quaker Houghton (KWR) position steady in Q1 2026 at 72 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Root Financial Partners first reported a position in KWR in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.89K in Q4 2025. 285 funds tracked by Wall St. Rank hold KWR as of Q1 2026.

  • Root Financial Partners held 72 shares of Quaker Houghton worth $8.95K as of Q1 2026.
  • Root Financial Partners left its Quaker Houghton share count unchanged in Q1 2026.
  • Quaker Houghton made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1726 holding.
  • Root Financial Partners first reported a position in Quaker Houghton in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Quaker Houghton position peaked at $9.89K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.