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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
Q2 		– Sell
-72
Closed -$8.95K – 1922
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

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Dimensional Fund Advisors
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
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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

Root Financial Partners's KWR Position: Q2 2026 in Review

Root Financial Partners sold out of Quaker Houghton (KWR) in Q2 2026, closing a stake of 72 shares — an estimated $8.95K sold.

Root Financial Partners first reported a position in KWR in Q3 2025 and held it in 3 quarters. The position peaked at $9.89K in Q4 2025. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Root Financial Partners reported no remaining Quaker Houghton position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 72 Quaker Houghton shares in Q2 2026, an estimated $8.95K.
  • Root Financial Partners first reported a position in Quaker Houghton in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Quaker Houghton position peaked at $9.89K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.