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Wealthspire Advisors (New York)’s Quaker Houghton KWR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-67
Closed -$8.83K – 2039
2025
Q3 		$8.83K Buy
+67
New +$8.81K ﹤0.01% 2080

Other funds holding KWR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wealthspire Advisors (New York)'s KWR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Quaker Houghton (KWR) in Q4 2025, closing a stake of 67 shares — an estimated $8.83K sold.

Wealthspire Advisors (New York) first reported a position in KWR in Q3 2025 and held it in 1 quarter. The position peaked at $8.83K in Q3 2025. 289 funds tracked by Wall St. Rank hold KWR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Quaker Houghton position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 67 Quaker Houghton shares in Q4 2025, an estimated $8.83K.
  • Wealthspire Advisors (New York) first reported a position in Quaker Houghton in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Quaker Houghton position peaked at $8.83K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Quaker Houghton as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.