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Steward Partners Investment Advisory’s Quaker Houghton KWR Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-10
Closed -$1.32K – 4404
2025
Q3 		$1.32K Sell
10
-7
-41% -$921 ﹤0.01% 4007
2025
Q2 		$1.9K Sell
17
-70
-80% -$7.6K ﹤0.01% 3745
2025
Q1 		$10.8K Buy
87
+7
+9% +$950 ﹤0.01% 3060
2024
Q4 		$11.3K Buy
80
+25
+45% +$3.94K ﹤0.01% 3049
2024
Q3 		$9.27K Hold
55
– – ﹤0.01% 2976
2024
Q2 		$9.33K Hold
55
– – ﹤0.01% 2841
2024
Q1 		$11.3K Hold
55
– – ﹤0.01% 2762
2023
Q4 		$11.7K Hold
55
– – ﹤0.01% 2638
2023
Q3 		$8.8K Hold
55
– – ﹤0.01% 2642
2023
Q2 		$10.7K Hold
55
– – ﹤0.01% 2548
2023
Q1 		$10.9K Hold
55
– – ﹤0.01% 2509
2022
Q4 		$9.18K Hold
55
– – ﹤0.01% 2569
2022
Q3 		$8K Sell
55
-6
-10% -$984 ﹤0.01% 2612
2022
Q2 		$9K Buy
61
+6
+11% +$929 ﹤0.01% 2557
2022
Q1 		$10K Hold
55
– – ﹤0.01% 2660
2021
Q4 		$13K Hold
55
– – ﹤0.01% 2504
2021
Q3 		$13K Hold
55
– – ﹤0.01% 2510
2021
Q2 		$13K Hold
55
– – ﹤0.01% 5651
2021
Q1 		$13.4K Hold
55
– – ﹤0.01% 2655
2020
Q4 		$14K Hold
55
– – ﹤0.01% 2182
2020
Q3 		$10K Sell
55
-3
-5% -$576 ﹤0.01% 2141
2020
Q2 		$11K Sell
58
-7
-11% -$1.1K ﹤0.01% 2004
2020
Q1 		$8K Buy
65
+10
+18% +$1.62K ﹤0.01% 1937
2019
Q4 		$9K Buy
55
+9
+20% +$1.4K ﹤0.01% 2057
2019
Q3 		$7K Hold
46
– – ﹤0.01% 2133
2019
Q2 		$9K Buy
+46
New +$9.35K ﹤0.01% 2027
2018
Q4 		– Sell
-46
Closed -$9K – 1516
2018
Q3 		$9K Hold
46
– – ﹤0.01% 1922
2018
Q2 		$7K Hold
46
– – ﹤0.01% 1877
2018
Q1 		$6K Hold
46
– – ﹤0.01% 1730
2017
Q4 		$6K Buy
+46
New +$7.12K ﹤0.01% 1468

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Steward Partners Investment Advisory's KWR Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Quaker Houghton (KWR) in Q4 2025, closing a stake of 10 shares — an estimated $1.32K sold.

Steward Partners Investment Advisory first reported a position in KWR in Q4 2017 and held it in 30 quarters. The position peaked at $14K in Q4 2020. 289 funds tracked by Wall St. Rank hold KWR as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Quaker Houghton position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 10 Quaker Houghton shares in Q4 2025, an estimated $1.32K.
  • Steward Partners Investment Advisory first reported a position in Quaker Houghton in Q4 2017 and held it in 30 quarters.
  • Steward Partners Investment Advisory's Quaker Houghton position peaked at $14K in Q4 2020.
  • 289 funds tracked by Wall St. Rank held Quaker Houghton as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.