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Blue Trust Inc’s Westlake Corp WLK Stock Holding History

Blue Trust Inc’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 		– Sell
-186
Closed -$13.8K – 2694
2025
Q4 		$13.8K Buy
186
+171
+1,140% +$12.2K ﹤0.01% 1776
2025
Q3 		$1.16K Sell
15
-34
-69% -$2.83K ﹤0.01% 2290
2025
Q2 		$3.72K Buy
+49
New +$4.01K ﹤0.01% 2049
2024
Q4 		– Sell
-65
Closed -$9.41K – 3008
2024
Q3 		$9.41K Buy
65
+24
+59% +$3.45K ﹤0.01% 2210
2024
Q2 		$6.26K Buy
41
+37
+925% +$5.68K ﹤0.01% 2111
2024
Q1 		$611 Buy
+4
New +$563 ﹤0.01% 1999
2023
Q1 		– Sell
-10
Closed – – 2664
2022
Q4 		$0 Buy
10
+5
+100% +$504 ﹤0.01% 2498
2022
Q3 		$0 Sell
5
-2
-29% -$192 ﹤0.01% 2350
2022
Q2 		$1K Buy
+7
New +$857 ﹤0.01% 1847

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Trust Inc's WLK Position: Q1 2026 in Review

Blue Trust Inc sold out of Westlake Corp (WLK) in Q1 2026, closing a stake of 186 shares — an estimated $13.8K sold.

Blue Trust Inc first reported a position in WLK in Q2 2022 and held it in 9 quarters. The position peaked at $13.8K in Q4 2025. 339 funds tracked by Wall St. Rank hold WLK as of Q1 2026.

  • Blue Trust Inc reported no remaining Westlake Corp position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 186 Westlake Corp shares in Q1 2026, an estimated $13.8K.
  • Blue Trust Inc first reported a position in Westlake Corp in Q2 2022 and held it in 9 quarters.
  • Blue Trust Inc's Westlake Corp position peaked at $13.8K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.