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Bartlett & Co Wealth Management’s Westlake Corp WLK Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-1
Closed -$115 – 1367
2026
Q1 		$115 Buy
+1
New +$97 ﹤0.01% 1260
2019
Q3 		– Sell
-3
Closed -$208 – 944
2019
Q2 		$208 Buy
+3
New +$200 ﹤0.01% 748

Other funds holding WLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bartlett & Co Wealth Management's WLK Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of Westlake Corp (WLK) in Q2 2026, closing a stake of 1 share — an estimated $115 sold.

Bartlett & Co Wealth Management first reported a position in WLK in Q2 2019 and held it in 2 quarters. The position peaked at $208 in Q2 2019. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Bartlett & Co Wealth Management reported no remaining Westlake Corp position as of Q2 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1 Westlake Corp share in Q2 2026, an estimated $115.
  • Bartlett & Co Wealth Management first reported a position in Westlake Corp in Q2 2019 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Westlake Corp position peaked at $208 in Q2 2019.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.