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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
Q2 		$27.4K Buy
376
+358
+1,989% +$35K ﹤0.01% 1699
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 – 2194
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's WLK Position: Q2 2026 in Review

Clearstead Advisors increased its Westlake Corp (WLK) stake by 1,989% in Q2 2026, buying an estimated $35K and bringing the position to 376 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Clearstead Advisors first reported a position in WLK in Q1 2021 and has held it in 12 quarters since. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Clearstead Advisors held 376 shares of Westlake Corp worth $27.4K as of Q2 2026.
  • Clearstead Advisors bought 358 Westlake Corp shares in Q2 2026, an estimated $35K.
  • Westlake Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1699 holding.
  • Clearstead Advisors first reported a position in Westlake Corp in Q1 2021 and has held it in 12 quarters since.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.