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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RA
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
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

Twin Peaks Wealth Advisors's KWR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Quaker Houghton (KWR) in Q1 2026: 32 shares worth $3.98K. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in KWR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in KWR in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.5K in Q2 2025. 285 funds tracked by Wall St. Rank hold KWR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 32 shares of Quaker Houghton worth $3.98K as of Q1 2026.
  • Quaker Houghton was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Quaker Houghton made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1473 holding.
  • Twin Peaks Wealth Advisors first reported a position in Quaker Houghton in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Quaker Houghton position peaked at $4.5K in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.