Wealth Enhancement Advisory Services
KWR icon

Wealth Enhancement Advisory Services’s Quaker Houghton KWR Stock Holding History

Wealth Enhancement Advisory Services’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 		$827K Buy
5,580
+315
+6% +$44.3K ﹤0.01% 2225
2026
Q1 		$635K Buy
5,265
+124
+2% +$18.3K ﹤0.01% 2138
2025
Q4 		$750K Sell
5,141
-344
-6% -$46.4K ﹤0.01% 2158
2025
Q3 		$705K Sell
5,485
-118
-2% -$15.5K ﹤0.01% 2098
2025
Q2 		$696K Buy
5,603
+1,721
+44% +$187K ﹤0.01% 1967
2025
Q1 		$480K Buy
3,882
+778
+25% +$106K ﹤0.01% 2098
2024
Q4 		$437K Sell
3,104
-67
-2% -$10.6K ﹤0.01% 2090
2024
Q3 		$534K Sell
3,171
-16
-0.5% -$2.71K ﹤0.01% 1787
2024
Q2 		$541K Buy
3,187
+43
+1% +$7.95K ﹤0.01% 1601
2024
Q1 		$645K Sell
3,144
-36
-1% -$7.14K ﹤0.01% 1449
2023
Q4 		$679K Buy
3,180
+123
+4% +$21.2K ﹤0.01% 1338
2023
Q3 		$489K Buy
3,057
+1,607
+111% +$287K ﹤0.01% 1438
2023
Q2 		$283K Hold
1,450
– – ﹤0.01% 447
2023
Q1 		$287K Buy
+1,450
New +$277K ﹤0.01% 448

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

Wealth Enhancement Advisory Services's KWR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Quaker Houghton (KWR) stake by 6% in Q2 2026, buying an estimated $44.3K and bringing the position to 5,580 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Wealth Enhancement Advisory Services first reported a position in KWR in Q1 2023 and has held it in 14 quarters since. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,580 shares of Quaker Houghton worth $827K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 315 Quaker Houghton shares in Q2 2026, an estimated $44.3K.
  • Quaker Houghton made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2225 holding.
  • Wealth Enhancement Advisory Services first reported a position in Quaker Houghton in Q1 2023 and has held it in 14 quarters since.
  • 313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.