West Branch Capital’s Quaker Houghton KWR Stock Holding History

West Branch Capital’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 Q2	–	Sell	-44	Closed	-$5.44K	–	507
2025 Q1	$5.44K	Hold	44	–	–	﹤0.01%	336
2024 Q4	$6.19K	Hold	44	–	–	﹤0.01%	321
2024 Q3	$7.41K	Hold	44	–	–	﹤0.01%	302
2024 Q2	$7.47K	Hold	44	–	–	﹤0.01%	296
2024 Q1	$9.03K	Hold	44	–	–	﹤0.01%	284
2023 Q4	$9.39K	Hold	44	–	–	﹤0.01%	282
2023 Q3	$7.04K	Hold	44	–	–	﹤0.01%	306
2023 Q2	$8.58K	Hold	44	–	–	﹤0.01%	297
2023 Q1	$8.71K	Hold	44	–	–	﹤0.01%	300
2022 Q4	$7.34K	Hold	44	–	–	﹤0.01%	307
2022 Q3	$6K	Hold	44	–	–	﹤0.01%	328
2022 Q2	$7K	Hold	44	–	–	﹤0.01%	307
2022 Q1	$8K	Hold	44	–	–	﹤0.01%	315
2021 Q4	$10K	Hold	44	–	–	﹤0.01%	326
2021 Q3	$10K	Hold	44	–	–	﹤0.01%	310
2021 Q2	$10K	Buy	+44	New	+$10.5K	﹤0.01%	324

Other funds holding KWR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

West Branch Capital's KWR Position: Q2 2025 in Review

West Branch Capital sold out of Quaker Houghton (KWR) in Q2 2025, closing a stake of 44 shares — an estimated $5.44K sold.

West Branch Capital first reported a position in KWR in Q2 2021 and held it in 16 quarters. The position peaked at $10K in Q4 2021. 275 funds tracked by Wall St. Rank hold KWR as of Q2 2025.

West Branch Capital reported no remaining Quaker Houghton position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 44 Quaker Houghton shares in Q2 2025, an estimated $5.44K.
West Branch Capital first reported a position in Quaker Houghton in Q2 2021 and held it in 16 quarters.
West Branch Capital's Quaker Houghton position peaked at $10K in Q4 2021.
275 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.