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True Wealth Design’s Quaker Houghton KWR Stock Holding History

True Wealth Design’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 		$8.42K Sell
53
-1
-2% -$141 ﹤0.01% 1123
2026
Q1 		$6.71K Sell
54
-3
-5% -$443 ﹤0.01% 1102
2025
Q4 		$7.83K Buy
57
+3
+6% +$405 ﹤0.01% 937
2025
Q3 		$7.12K Buy
54
+1
+2% +$132 ﹤0.01% 952
2025
Q2 		$5.93K Buy
53
+17
+47% +$1.85K ﹤0.01% 743
2025
Q1 		$4.45K Buy
+36
New +$4.88K ﹤0.01% 722

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

True Wealth Design's KWR Position: Q2 2026 in Review

True Wealth Design reduced its Quaker Houghton (KWR) stake by 1.9% in Q2 2026, selling an estimated $141 and leaving 53 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

True Wealth Design first reported a position in KWR in Q1 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • True Wealth Design held 53 shares of Quaker Houghton worth $8.42K as of Q2 2026.
  • True Wealth Design sold 1 Quaker Houghton share in Q2 2026, an estimated $141.
  • Quaker Houghton made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1123 holding.
  • True Wealth Design first reported a position in Quaker Houghton in Q1 2025 and has held it in 6 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.