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Spectrum Wealth Counsel’s Quaker Houghton KWR Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$1.24K Hold
10
– – ﹤0.01% 311
2024
Q4 		$1.41K Hold
10
– – ﹤0.01% 308
2024
Q3 		$1.69K Buy
+10
New +$1.69K ﹤0.01% 329

Other funds holding KWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Spectrum Wealth Counsel's KWR Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Quaker Houghton (KWR) position steady in Q1 2025 at 10 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Spectrum Wealth Counsel first reported a position in KWR in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.69K in Q3 2024. 283 funds tracked by Wall St. Rank hold KWR as of Q1 2025.

  • Spectrum Wealth Counsel held 10 shares of Quaker Houghton worth $1.24K as of Q1 2025.
  • Spectrum Wealth Counsel left its Quaker Houghton share count unchanged in Q1 2025.
  • Quaker Houghton made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #311 holding.
  • Spectrum Wealth Counsel first reported a position in Quaker Houghton in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's Quaker Houghton position peaked at $1.69K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.