Bell Investment Advisors’s Westlake Corp WLK Stock Holding History

Bell Investment Advisors’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	$511	Buy	+7	New	+$684	﹤0.01%	1725
2025 Q4	–	Sell	-18	Closed	-$1.39K	–	1958
2025 Q3	$1.39K	Buy	18 +6	+50%	+$500	﹤0.01%	1457
2025 Q2	$912	Hold	12	–	–	﹤0.01%	1615
2025 Q1	$1.2K	Sell	12 -4	-25%	-$443	﹤0.01%	1490
2024 Q4	$1.83K	Sell	16 -6	-27%	-$781	﹤0.01%	1368
2024 Q3	$3.31K	Hold	22	–	–	﹤0.01%	1133
2024 Q2	$3.19K	Hold	22	–	–	﹤0.01%	1140
2024 Q1	$3.36K	Hold	22	–	–	﹤0.01%	1124
2023 Q4	$3.08K	Sell	22 -5	-19%	-$635	﹤0.01%	1133
2023 Q3	$3.37K	Sell	27 -3	-10%	-$385	﹤0.01%	1015
2023 Q2	$3.58K	Buy	30 +4	+15%	+$458	﹤0.01%	996
2023 Q1	$3.02K	Sell	26 -41	-61%	-$4.73K	﹤0.01%	1042
2022 Q4	$6.87K	Buy	67 +6	+10%	+$604	﹤0.01%	651
2022 Q3	$5K	Buy	61 +6	+11%	+$575	﹤0.01%	728
2022 Q2	$5K	Buy	+55	New	+$6.74K	﹤0.01%	750
2021 Q4	$11K	Buy	111 +50	+82%	+$4.88K	﹤0.01%	474
2021 Q3	$6K	Buy	+61	New	+$5.22K	﹤0.01%	672

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 $3.38T AUM 44.17% 1-Year Est. Return

Bell Investment Advisors's WLK Position: Q2 2026 in Review

Bell Investment Advisors opened a new position in Westlake Corp (WLK) in Q2 2026: 7 shares worth $511. The stake represents ﹤0.01% of the portfolio and ranks #1725 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in WLK as recently as Q3 2025.

Bell Investment Advisors first reported a position in WLK in Q3 2021 and has held it in 17 quarters since. The position peaked at $11K in Q4 2021. 360 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

Bell Investment Advisors held 7 shares of Westlake Corp worth $511 as of Q2 2026.
Westlake Corp was a new Bell Investment Advisors position in Q2 2026.
Westlake Corp made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1725 holding.
Bell Investment Advisors first reported a position in Westlake Corp in Q3 2021 and has held it in 17 quarters since.
Bell Investment Advisors's Westlake Corp position peaked at $11K in Q4 2021.
360 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.