Brown Advisory
WLK icon

Brown Advisory’s Westlake Corp WLK Stock Holding History

Brown Advisory’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 		$260K Buy
+2,226
New +$216K ﹤0.01% 1260
2025
Q2 		– Sell
-2,504
Closed -$250K – 1404
2025
Q1 		$250K Sell
2,504
-26
-1% -$2.88K ﹤0.01% 1193
2024
Q4 		$290K Buy
2,530
+71
+3% +$9.24K ﹤0.01% 1170
2024
Q3 		$370K Sell
2,459
-70
-3% -$10.1K ﹤0.01% 1052
2024
Q2 		$366K Hold
2,529
– – ﹤0.01% 1023
2024
Q1 		$386K Buy
2,529
+100
+4% +$14.1K ﹤0.01% 1003
2023
Q4 		$340K Buy
2,429
+191
+9% +$24.2K ﹤0.01% 1029
2023
Q3 		$279K Buy
2,238
+1
+0% +$128 ﹤0.01% 1036
2023
Q2 		$267K Hold
2,237
– – ﹤0.01% 1032
2023
Q1 		$259K Sell
2,237
-33
-1% -$3.81K ﹤0.01% 1068
2022
Q4 		$233K Buy
+2,270
New +$229K ﹤0.01% 1086
2022
Q3 		– Sell
-2,070
Closed -$203K – 1172
2022
Q2 		$203K Sell
2,070
-30
-1% -$3.67K ﹤0.01% 1042
2022
Q1 		$259K Sell
2,100
-36
-2% -$3.92K ﹤0.01% 1001
2021
Q4 		$207K Buy
+2,136
New +$208K ﹤0.01% 1163

Other funds holding WLK

OAG
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
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
BIP
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return