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Synergy Investment Management’s Quaker Houghton KWR Stock Holding History

Synergy Investment Management’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
Q2 		$3.87K Buy
+26
New +$3.65K ﹤0.01% 807

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Synergy Investment Management's KWR Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Quaker Houghton (KWR) in Q2 2026: 26 shares worth $3.87K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings.

313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Synergy Investment Management held 26 shares of Quaker Houghton worth $3.87K as of Q2 2026.
  • Quaker Houghton was a new Synergy Investment Management position in Q2 2026.
  • Quaker Houghton made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #807 holding.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.