SageView Advisory Group’s Quaker Houghton KWR Stock Holding History

SageView Advisory Group’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	–	Sell	-27	Closed	-$3.71K	–	1600
2025 Q4	$3.71K	Buy	+27	New	+$3.65K	﹤0.01%	2046

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 $3.38T AUM 44.17% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

SageView Advisory Group's KWR Position: Q1 2026 in Review

SageView Advisory Group sold out of Quaker Houghton (KWR) in Q1 2026, closing a stake of 27 shares — an estimated $3.71K sold.

SageView Advisory Group first reported a position in KWR in Q4 2025 and held it in 1 quarter. The position peaked at $3.71K in Q4 2025. 286 funds tracked by Wall St. Rank hold KWR as of Q1 2026.

SageView Advisory Group reported no remaining Quaker Houghton position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 27 Quaker Houghton shares in Q1 2026, an estimated $3.71K.
SageView Advisory Group first reported a position in Quaker Houghton in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Quaker Houghton position peaked at $3.71K in Q4 2025.
286 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.