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Coldstream Capital Management’s Westlake Corp WLK Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-289
Closed -$28.9K – 3361
2025
Q1 		$28.9K Buy
+289
New +$32K ﹤0.01% 1957

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
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State Street
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Norges Bank
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Dimensional Fund Advisors
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Goldman Sachs
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Coldstream Capital Management's WLK Position: Q2 2025 in Review

Coldstream Capital Management sold out of Westlake Corp (WLK) in Q2 2025, closing a stake of 289 shares — an estimated $28.9K sold.

Coldstream Capital Management first reported a position in WLK in Q1 2025 and held it in 1 quarter. The position peaked at $28.9K in Q1 2025. 305 funds tracked by Wall St. Rank hold WLK as of Q2 2025.

  • Coldstream Capital Management reported no remaining Westlake Corp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 289 Westlake Corp shares in Q2 2025, an estimated $28.9K.
  • Coldstream Capital Management first reported a position in Westlake Corp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Westlake Corp position peaked at $28.9K in Q1 2025.
  • 305 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.