Capstone Investment Advisors’s Westlake Corp WLK Stock Holding History

Capstone 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	$345K	Sell	4,721 -131,087	-97%	-$12.8M	﹤0.01%	1392
2026 Q1	$15.9M	Buy	135,808 +132,689	+4,254%	+$12.9M	0.03%	215
2025 Q4	$231K	Buy	+3,119	New	+$222K	﹤0.01%	1461
2024 Q3	–	Sell	-3,499	Closed	-$507K	–	2237
2024 Q2	$507K	Sell	3,499 -2,696	-44%	-$414K	﹤0.01%	1304
2024 Q1	$947K	Buy	6,195 +2,779	+81%	+$391K	﹤0.01%	1183
2023 Q4	$478K	Buy	3,416 +1,763	+107%	+$224K	﹤0.01%	1364
2023 Q3	$206K	Buy	+1,653	New	+$212K	﹤0.01%	1799
2016 Q2	–	Sell	-7,900	Closed	-$365K	–	864
2016 Q1	$365K	Buy	+7,900	New	+$358K	0.01%	467

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Capstone Investment Advisors reduced its Westlake Corp (WLK) stake by 97% in Q2 2026, selling an estimated $12.8M and leaving 4,721 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Capstone Investment Advisors first reported a position in WLK in Q1 2016 and has held it in 8 quarters since. The position peaked at $15.9M in Q1 2026. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

Capstone Investment Advisors held 4,721 shares of Westlake Corp worth $345K as of Q2 2026.
Capstone Investment Advisors sold 131,087 Westlake Corp shares in Q2 2026, an estimated $12.8M.
Westlake Corp made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1392 holding.
Capstone Investment Advisors first reported a position in Westlake Corp in Q1 2016 and has held it in 8 quarters since.
Capstone Investment Advisors's Westlake Corp position peaked at $15.9M in Q1 2026.
358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.