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	–	2697
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

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