Action Point Financial Planning’s Westlake Corp WLK Stock Holding History

Action Point Financial Planning’s Portfolio WLK Stock Details WLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.14K	Buy	+45	New	+$4.39K	﹤0.01%	2038

Other funds holding WLK

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Action Point Financial Planning's WLK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Westlake Corp (WLK) in Q2 2026: 45 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #2038 among its holdings.

356 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

Action Point Financial Planning held 45 shares of Westlake Corp worth $3.14K as of Q2 2026.
Westlake Corp was a new Action Point Financial Planning position in Q2 2026.
Westlake Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2038 holding.
356 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.