Position in KWR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$324,094
+$70,417 QoQ
Shares Held
2,040
-0.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#171
of 312 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in KWR Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $8,647,185 across 11 Specialty Chemicals names. KWR ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
8,498 | $4,409,952 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
3,192 | $935,830 | |
| 3 | ECL |
Ecolab Inc.
|
2,324 | $647,489 | |
| 4 | DD |
DuPont de Nemours, Inc.
|
4,162 | $564,533 | |
| 5 | PRM |
Perimeter Solutions, Inc.
|
9,763 | $348,050 | |
| 6 | KWR |
Quaker Chemical Corp
This page
|
2,040 | $324,094 | |
| 7 | SHW |
Sherwin Williams Co
|
905 | $311,609 | |
| 8 | RPM |
Rpm International Inc/De/
|
2,794 | $310,553 |
All Filings in KWR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,094 | 2,040 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $253,677 | 2,042 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $215,576 | 1,570 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $206,320 | 1,566 | Shares | Defined | 2025-11-10 | |
| 2024-12-31 | $224,793 | 1,597 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $279,187 | 1,657 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $246,065 | 1,450 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $283,860 | 1,383 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $292,171 | 1,369 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $202,720 | 1,267 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $242,455 | 1,244 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $240,905 | 1,217 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $203,451 | 1,219 | Shares | Defined | 2023-02-14 | |
| 2022-03-31 | $200,805 | 1,162 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $255,011 | 1,105 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $256,975 | 1,081 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $246,914 | 1,041 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $236,700 | 971 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $291,145 | 1,149 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $200,556 | 1,116 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $208,484 | 1,123 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||