Advisornet Financial’s Westlake Corp WLK Stock Holding History

Advisornet Financial’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 Q1	$2.22K	Hold	19	–	–	﹤0.01%	1902
2025 Q4	$1.41K	Buy	+19	New	+$1.35K	﹤0.01%	1945
2025 Q1	–	Sell	-1	Closed	-$115	–	2253
2024 Q4	$115	Sell	1 -1	-50%	-$130	﹤0.01%	1920
2024 Q3	$301	Sell	2 -5	-71%	-$719	﹤0.01%	2076
2024 Q2	$1.01K	Hold	7	–	–	﹤0.01%	1809
2024 Q1	$1.07K	Sell	7 -21	-75%	-$2.96K	﹤0.01%	1742
2023 Q4	$3.92K	Buy	28 +9	+47%	+$1.14K	﹤0.01%	1538
2023 Q3	$2.37K	Hold	19	–	–	﹤0.01%	1590
2023 Q2	$2.27K	Hold	19	–	–	﹤0.01%	1684
2023 Q1	$2.2K	Buy	19 +2	+12%	+$231	﹤0.01%	1680
2022 Q4	$1.74K	Sell	17 -8	-32%	-$806	﹤0.01%	1701
2022 Q3	$2K	Buy	25 +23	+1,150%	+$2.21K	﹤0.01%	1715
2022 Q2	$0	Hold	2	–	–	﹤0.01%	2175
2022 Q1	$0	Buy	+2	New	+$218	﹤0.01%	2244

Other funds holding WLK

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return