Welch Capital Partners’s Quaker Houghton KWR Stock Holding History

Welch Capital Partners’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	$206K	Buy	+1,296	New	+$182K	0.04%	26
2024 Q4	–	Sell	-1,296	Closed	-$218K	–	24
2024 Q3	$218K	Hold	1,296	–	–	0.05%	20
2024 Q2	$220K	Hold	1,296	–	–	0.05%	21
2024 Q1	$266K	Hold	1,296	–	–	0.07%	18
2023 Q4	$277K	Hold	1,296	–	–	0.07%	18
2023 Q3	$207K	Hold	1,296	–	–	0.06%	18
2023 Q2	$253K	Hold	1,296	–	–	0.07%	17
2023 Q1	$257K	Hold	1,296	–	–	0.08%	17
2022 Q4	$216K	Buy	+1,296	New	+$218K	0.07%	29
2022 Q2	–	Sell	-1,296	Closed	-$224K	–	37
2022 Q1	$224K	Hold	1,296	–	–	0.05%	33
2021 Q4	$299K	Hold	1,296	–	–	0.07%	31
2021 Q3	$308K	Hold	1,296	–	–	0.07%	20
2021 Q2	$307K	Hold	1,296	–	–	0.07%	21
2021 Q1	$316K	Hold	1,296	–	–	0.08%	23
2020 Q4	$328K	Hold	1,296	–	–	0.09%	22
2020 Q3	$233K	Hold	1,296	–	–	0.07%	23
2020 Q2	$241K	Buy	+1,296	New	+$203K	0.08%	24
2020 Q1	–	Sell	-1,296	Closed	-$213K	–	26
2019 Q4	$213K	Hold	1,296	–	–	0.06%	27
2019 Q3	$205K	Hold	1,296	–	–	0.07%	28
2019 Q2	$263K	Hold	1,296	–	–	0.09%	26
2019 Q1	$260K	Sell	1,296 -99	-7%	-$19.7K	0.09%	27
2018 Q4	$248K	Hold	1,395	–	–	0.09%	29
2018 Q3	$282K	Buy	+1,395	New	+$244K	0.09%	30

Other funds holding KWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Welch Capital Partners's KWR Position: Q2 2026 in Review

Welch Capital Partners opened a new position in Quaker Houghton (KWR) in Q2 2026: 1,296 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #26 among its holdings. This is a return to the name: Welch Capital Partners previously reported a position in KWR as recently as Q3 2024.

Welch Capital Partners first reported a position in KWR in Q3 2018 and has held it in 23 quarters since. The position peaked at $328K in Q4 2020. 313 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

Welch Capital Partners held 1,296 shares of Quaker Houghton worth $206K as of Q2 2026.
Quaker Houghton was a new Welch Capital Partners position in Q2 2026.
Quaker Houghton made up 0.04% of Welch Capital Partners's portfolio in Q2 2026, its #26 holding.
Welch Capital Partners first reported a position in Quaker Houghton in Q3 2018 and has held it in 23 quarters since.
Welch Capital Partners's Quaker Houghton position peaked at $328K in Q4 2020.
313 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Welch Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.