Rothschild Investment LLC’s Quaker Houghton KWR Stock Holding History

Rothschild Investment LLC’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	$3.18K	Buy	20 +1	+5%	+$141	﹤0.01%	2531
2026 Q1	$2.36K	Buy	19 +6	+46%	+$886	﹤0.01%	2482
2025 Q4	$1.78K	Buy	13 +3	+30%	+$405	﹤0.01%	2437
2025 Q3	$1.32K	Sell	10 -5	-33%	-$658	﹤0.01%	2468
2025 Q2	$1.68K	Sell	15 -20	-57%	-$2.17K	﹤0.01%	2179
2025 Q1	$4.33K	Buy	35 +23	+192%	+$3.12K	﹤0.01%	1510
2024 Q4	$1.69K	Sell	12 -6	-33%	-$947	﹤0.01%	1908
2024 Q3	$3.03K	Buy	18 +9	+100%	+$1.52K	﹤0.01%	1501
2024 Q2	$1.53K	Buy	9 +8	+800%	+$1.48K	﹤0.01%	1481
2024 Q1	$205	Buy	+1	New	+$198	﹤0.01%	1732

Other funds holding KWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Rothschild Investment LLC's KWR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Quaker Houghton (KWR) stake by 5.3% in Q2 2026, buying an estimated $141 and bringing the position to 20 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

Rothschild Investment LLC first reported a position in KWR in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.33K in Q1 2025. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

Rothschild Investment LLC held 20 shares of Quaker Houghton worth $3.18K as of Q2 2026.
Rothschild Investment LLC bought 1 Quaker Houghton share in Q2 2026, an estimated $141.
Quaker Houghton made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2531 holding.
Rothschild Investment LLC first reported a position in Quaker Houghton in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's Quaker Houghton position peaked at $4.33K in Q1 2025.
313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.