TI
KWR icon

Tidal Investments’s Quaker Houghton KWR Stock Holding History

Tidal Investments’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
Q3 		– Sell
-2,940
Closed -$329K – 2118
2025
Q2 		$329K Buy
2,940
+233
+9% +$25.3K ﹤0.01% 1611
2025
Q1 		$335K Buy
2,707
+34
+1% +$4.61K ﹤0.01% 1511
2024
Q4 		$376K Sell
2,673
-4
-0.1% -$631 ﹤0.01% 1508
2024
Q3 		$451K Sell
2,677
-901
-25% -$152K 0.01% 1429
2024
Q2 		$607K Buy
3,578
+736
+26% +$136K 0.01% 1192
2024
Q1 		$583K Buy
2,842
+442
+18% +$87.6K 0.01% 1121
2023
Q4 		$512K Buy
+2,400
New +$414K 0.01% 929

Other funds holding KWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return