Allworth Financial’s Westlake Corp WLK Stock Holding History

Allworth 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	$199K	Buy	1,701 +263	+18%	+$25.5K	﹤0.01%	1403
2025 Q4	$106K	Sell	1,438 -4	-0.3%	-$285	﹤0.01%	1718
2025 Q3	$111K	Buy	1,442 +33	+2%	+$2.75K	﹤0.01%	1629
2025 Q2	$107K	Buy	1,409 +487	+53%	+$39.8K	﹤0.01%	1505
2025 Q1	$87.4K	Buy	922 +537	+139%	+$59.5K	﹤0.01%	1292
2024 Q4	$45.3K	Buy	385 +379	+6,317%	+$49.3K	﹤0.01%	1625
2024 Q3	$902	Hold	6	–	–	﹤0.01%	3261
2024 Q2	$874	Hold	6	–	–	﹤0.01%	3207
2024 Q1	$917	Sell	6 -4	-40%	-$563	﹤0.01%	3108
2023 Q4	$1.4K	Buy	+10	New	+$1.27K	﹤0.01%	2831
2023 Q2	–	Sell	-4	Closed	-$464	–	3397
2023 Q1	$464	Buy	+4	New	+$462	﹤0.01%	2856
2022 Q4	–	Sell	-5	Closed	–	–	3218
2022 Q3	$0	Hold	5	–	–	﹤0.01%	3148
2022 Q2	$0	Sell	5 -217	-98%	-$26.6K	﹤0.01%	2863
2022 Q1	$27K	Buy	+222	New	+$24.2K	﹤0.01%	1132

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