TD Waterhouse Canada’s Quaker Houghton KWR Stock Holding History

TD Waterhouse Canada’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	$76K	Buy	615 +365	+146%	+$53.9K	﹤0.01%	1262
2025 Q4	$34.2K	Hold	250	–	–	﹤0.01%	1278
2025 Q3	$33.1K	Hold	250	–	–	﹤0.01%	1286
2025 Q2	$29.7K	Buy	+250	New	+$27.1K	﹤0.01%	1239
2025 Q1	–	Sell	-188	Closed	-$26.4K	–	2019
2024 Q4	$26.4K	Buy	+188	New	+$29.7K	﹤0.01%	1219
2024 Q3	–	Sell	-180	Closed	-$30.4K	–	1982
2024 Q2	$30.4K	Hold	180	–	–	﹤0.01%	1138
2024 Q1	$35.9K	Hold	180	–	–	﹤0.01%	1132
2023 Q4	$35.8K	Buy	+180	New	+$31K	﹤0.01%	1016
2023 Q2	–	Sell	-10	Closed	-$1.93K	–	1795
2023 Q1	$1.93K	Buy	+10	New	+$1.91K	﹤0.01%	1521

Other funds holding KWR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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