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Twin Peaks Wealth Advisors’s Quaker Houghton KWR Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-32
Closed -$3.98K – 1301
2026
Q1 		$3.98K Buy
+32
New +$4.73K ﹤0.01% 1473
2025
Q3 		– Sell
-34
Closed -$4.5K – 1232
2025
Q2 		$4.5K Buy
+34
New +$3.69K ﹤0.01% 1351

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

Twin Peaks Wealth Advisors's KWR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Quaker Houghton (KWR) in Q2 2026, closing a stake of 32 shares — an estimated $3.98K sold.

Twin Peaks Wealth Advisors first reported a position in KWR in Q2 2025 and held it in 2 quarters. The position peaked at $4.5K in Q2 2025. 314 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Quaker Houghton position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 32 Quaker Houghton shares in Q2 2026, an estimated $3.98K.
  • Twin Peaks Wealth Advisors first reported a position in Quaker Houghton in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Quaker Houghton position peaked at $4.5K in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.