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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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