Clearstead Advisors’s Westlake Corp WLK Stock Holding History

Clearstead 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 Q1	$2.1K	Sell	18 -91	-83%	-$8.82K	﹤0.01%	1887
2025 Q4	$8.06K	Buy	109 +84	+336%	+$5.98K	﹤0.01%	1929
2025 Q3	$1.93K	Hold	25	–	–	﹤0.01%	2457
2025 Q2	$1.9K	Buy	+25	New	+$2.05K	﹤0.01%	2337
2024 Q4	–	Sell	-58	Closed	-$8.72K	–	2197
2024 Q3	$8.72K	Buy	+58	New	+$8.34K	﹤0.01%	1610
2022 Q3	–	Sell	-19	Closed	-$2K	–	1378
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	1140
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	1245
2021 Q4	$2K	Hold	19	–	–	﹤0.01%	1143
2021 Q3	$2K	Sell	19 -13	-41%	-$1.11K	﹤0.01%	1160
2021 Q2	$3K	Sell	32 -39	-55%	-$3.79K	﹤0.01%	994
2021 Q1	$6K	Buy	+71	New	+$6.16K	﹤0.01%	856

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