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Trust Company’s Quaker Houghton KWR Stock Holding History

Trust Company’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
Q3 		$473 Hold
3
– – ﹤0.01% 758
2026
Q2 		$477 Hold
3
– – ﹤0.01% 767
2026
Q1 		$373 Hold
3
– – ﹤0.01% 783
2025
Q4 		$412 Buy
+3
New +$405 ﹤0.01% 750

Other funds holding KWR

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Trust Company's KWR Position: Q3 2026 in Review

Trust Company held its Quaker Houghton (KWR) position steady in Q3 2026 at 3 shares worth $473. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Trust Company first reported a position in KWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $477 in Q2 2026. 11 funds tracked by Wall St. Rank hold KWR as of Q3 2026.

  • Trust Company held 3 shares of Quaker Houghton worth $473 as of Q3 2026.
  • Trust Company left its Quaker Houghton share count unchanged in Q3 2026.
  • Quaker Houghton made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #758 holding.
  • Trust Company first reported a position in Quaker Houghton in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Quaker Houghton position peaked at $477 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.