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Sunbelt Securities’s Quaker Houghton KWR Stock Holding History

Sunbelt Securities’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 		$745 Hold
6
– – ﹤0.01% 2177
2025
Q4 		$824 Hold
6
– – ﹤0.01% 2106
2025
Q3 		$790 Buy
+6
New +$789 ﹤0.01% 2110

Other funds holding KWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
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

Sunbelt Securities's KWR Position: Q1 2026 in Review

Sunbelt Securities held its Quaker Houghton (KWR) position steady in Q1 2026 at 6 shares worth $745. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Sunbelt Securities first reported a position in KWR in Q3 2025 and has held it in 3 quarters since. The position peaked at $824 in Q4 2025. 285 funds tracked by Wall St. Rank hold KWR as of Q1 2026.

  • Sunbelt Securities held 6 shares of Quaker Houghton worth $745 as of Q1 2026.
  • Sunbelt Securities left its Quaker Houghton share count unchanged in Q1 2026.
  • Quaker Houghton made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2177 holding.
  • Sunbelt Securities first reported a position in Quaker Houghton in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Quaker Houghton position peaked at $824 in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.