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Wellington-Altus USA’s Quaker Houghton KWR Stock Holding History

Wellington-Altus USA’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 		$27.2K Hold
219
– – 0.02% 438
2026
Q1 		$34.8K Buy
219
+43
+24% +$6.35K 0.02% 415
2025
Q4 		$24.2K Buy
+176
New +$23.8K 0.02% 445

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

Wellington-Altus USA's KWR Position: Q2 2026 in Review

Wellington-Altus USA held its Quaker Houghton (KWR) position steady in Q2 2026 at 219 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #438.

Wellington-Altus USA first reported a position in KWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.8K in Q1 2026. 314 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • Wellington-Altus USA held 219 shares of Quaker Houghton worth $27.2K as of Q2 2026.
  • Wellington-Altus USA left its Quaker Houghton share count unchanged in Q2 2026.
  • Quaker Houghton made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #438 holding.
  • Wellington-Altus USA first reported a position in Quaker Houghton in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Quaker Houghton position peaked at $34.8K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.